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JVMRX vs WVMIX
JVMRX vs WVMIX Comparison
Open Charts JVMRX vs WVMIX
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
William Blair Mid Cap Value I
Price$11.63
Change-$0.11 (-0.94%)
VolumeN/A
Net Assets1.31M
JVMRX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. WVMIX (1.31M). WVMIX pays higher dividends than JVMRX: WVMIX (1.20) vs JVMRX (0.85). 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 : 0.46 vs. JVMRX (-6.40).
| 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 | 9.911 | 4.728 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.31M | 1,848,739% |
| Annual Yield % from dividends | 0.85 | 1.20 | 71% |
| Returns for 1 year | -6.40 | 0.46 | -1,391% |
| Returns for 3 years | 15.51 | 27.54 | 56% |
| Returns for 5 years | 36.83 | N/A | - |
| Returns for 10 years | 51.46 | N/A | - |
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