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JVMRX vs JVSAX
JVMRX vs JVSAX Comparison
Open Charts JVMRX vs JVSAX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Janus Henderson Small-Mid Cap Value A
Price$15.82
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets85.14M
JVMRX vs JVSAX Comparison Chart in %
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JVMRX vs. JVSAX commentary
Oct 19, 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 Hold and JVSAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. JVSAX (85.1M). JVMRX pays higher dividends than JVSAX: JVMRX (0.84) vs JVSAX (0.27). JVMRX was incepted earlier than JVSAX: JVMRX (14 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMRX (0.75). JVSAX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (49.00). JVSAX has a lower initial minimum investment than JVMRX: JVSAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. JVSAX (-9.93). JVSAX return over 5 years is better than : 50.68 vs. JVMRX (47.93).
| JVMRX | JVSAX | JVMRX / JVSAX | |
| Total Expense Ratio | 0.74 | 1.07 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.37 | 55% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 9.837 | 1.345 | 731% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 85.1M | 28,085% |
| Annual Yield % from dividends | 0.84 | 0.27 | 309% |
| Returns for 1 year | -4.79 | -9.93 | 48% |
| Returns for 3 years | 25.62 | 32.50 | 79% |
| Returns for 5 years | 47.93 | 50.68 | 95% |
| Returns for 10 years | 52.40 | 36.83 | 142% |