Interact to see
Advertisement
Advertisement
JVMRX vs JVMSX
JVMRX vs JVMSX Comparison
Open Charts JVMRX vs JVMSX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
JVMRX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. JVMSX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMRX is a StrongBuy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX (23.1B) and JVMSX (23.1B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMSX: JVMRX (0.88) vs JVMSX (0.42). JVMRX was incepted earlier than JVMSX: JVMRX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMRX (0.76). JVMRX (49.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMRX: JVMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. JVMSX (0.75). JVMRX (58.56) and JVMSX (55.91) have equivalent 5 years return.
| JVMRX | JVMSX | JVMRX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.354 | 9.064 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 23.1B | 100% |
| Annual Yield % from dividends | 0.88 | 0.42 | 210% |
| Returns for 1 year | 1.28 | 0.75 | 170% |
| Returns for 3 years | 21.72 | 20.42 | 106% |
| Returns for 5 years | 58.56 | 55.91 | 105% |
| Returns for 10 years | 51.14 | 46.42 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FELC | 35.24 | 0.14 | +0.40% |
| Fidelity Enhanced Large Cap Core ETF | |||
| TDSC | 24.66 | 0.08 | +0.31% |
| ETC Cabana Target Drawdown 10 ETF | |||
| SPXU | 15.65 | N/A | N/A |
| ProShares UltraPro Short S&P500 | |||
| TEMX | 27.53 | N/A | N/A |
| Touchstone Sands Cap EM ex-China Gr ETF | |||
| DEEP | 34.32 | -0.04 | -0.13% |
| Acquirers Small and Micro Deep Value ETF | |||