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JVMRX vs WVMIX
JVMRX vs WVMIX Comparison
Open Charts JVMRX vs WVMIX
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
William Blair Mid Cap Value I
Price$12.33
Change+$0.75 (+6.48%)
VolumeN/A
Net Assets1.41M
JVMRX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. WVMIX (1.41M). WVMIX pays higher dividends than JVMRX: WVMIX (1.17) vs JVMRX (0.82). JVMRX was incepted earlier than WVMIX: JVMRX (14 years) vs WVMIX (4 years). WVMIX (8.77) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WVMIX (39.00). WVMIX has a lower initial minimum investment than JVMRX: WVMIX (500000) vs JVMRX (1000000). WVMIX annual gain was more profitable for investors over the last year : 8.03 vs. JVMRX (5.07).
| JVMRX | WVMIX | JVMRX / WVMIX | |
| Total Expense Ratio | 0.74 | 0.75 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 8.77 | 9% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 5.208 | 3.963 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.41M | 1,755,508% |
| Annual Yield % from dividends | 0.82 | 1.17 | 71% |
| Returns for 1 year | 5.07 | 8.03 | 63% |
| Returns for 3 years | 12.07 | 27.62 | 44% |
| Returns for 5 years | 23.56 | N/A | - |
| Returns for 10 years | 80.03 | N/A | - |
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