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JVMRX vs TRMIX
JVMRX vs TRMIX Comparison
Open Charts JVMRX vs TRMIX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
T. Rowe Price Mid-Cap Value I
Price$32.71
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets14.75B
JVMRX vs TRMIX Comparison Chart in %
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JVMRX vs. TRMIX commentary
Oct 18, 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. TRMIX (14.8B). TRMIX pays higher dividends than JVMRX: TRMIX (1.35) vs JVMRX (0.84). JVMRX was incepted earlier than TRMIX: JVMRX (14 years) vs TRMIX (10 years). JVMRX (0.75) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMRX (49.00). TRMIX has a lower initial minimum investment than JVMRX: TRMIX (500000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. TRMIX (-10.35). JVMRX return over 5 years is better than : 47.93 vs. TRMIX (27.11).
| JVMRX | TRMIX | JVMRX / TRMIX | |
| Total Expense Ratio | 0.74 | 0.71 | 104% |
| Annual Report Gross Expense Ratio | 0.75 | 0.71 | 106% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 9.837 | 2.732 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 14.8B | 160% |
| Annual Yield % from dividends | 0.84 | 1.35 | 62% |
| Returns for 1 year | -4.79 | -10.35 | 46% |
| Returns for 3 years | 25.62 | 13.74 | 186% |
| Returns for 5 years | 47.93 | 27.11 | 177% |
| Returns for 10 years | 52.40 | 26.01 | 201% |
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