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JVMRX vs TRTZX
JVMRX vs TRTZX Comparison
Open Charts JVMRX vs TRTZX
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
T. Rowe Price Mid-Cap Value Z
Price$34.34
Change+$0.87 (+2.60%)
VolumeN/A
Net Assets14.74B
JVMRX vs TRTZX Comparison Chart in %
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JVMRX vs. TRTZX commentary
Feb 04, 2026
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 Buy and TRTZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. TRTZX (14.7B). TRTZX pays higher dividends than JVMRX: TRTZX (2.02) vs JVMRX (0.82). JVMRX was incepted earlier than TRTZX: JVMRX (14 years) vs TRTZX (6 years). JVMRX (0.75) is less costly to investors than TRTZX (0.69). TRTZX is a more actively managed with annual turnover of: 52.90 vs. JVMRX (49.00). TRTZX has a lower initial minimum investment than JVMRX: TRTZX (0) vs JVMRX (1000000). TRTZX annual gain was more profitable for investors over the last year : 6.52 vs. JVMRX (5.07). JVMRX return over 5 years is better than : 23.56 vs. TRTZX (20.80).
| JVMRX | TRTZX | JVMRX / TRTZX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.75 | 0.69 | 109% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 5.208 | 6.547 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 14.7B | 168% |
| Annual Yield % from dividends | 0.82 | 2.02 | 41% |
| Returns for 1 year | 5.07 | 6.52 | 78% |
| Returns for 3 years | 12.07 | 14.96 | 81% |
| Returns for 5 years | 23.56 | 20.80 | 113% |
| Returns for 10 years | 80.03 | N/A | - |
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