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JVMRX vs WVMRX
JVMRX vs WVMRX Comparison
Open Charts JVMRX vs WVMRX
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
William Blair Mid Cap Value R6
Price$11.63
Change-$0.12 (-1.02%)
VolumeN/A
Net Assets1.31M
JVMRX vs WVMRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. WVMRX (1.31M). WVMRX pays higher dividends than JVMRX: WVMRX (1.24) vs JVMRX (0.85). JVMRX was incepted earlier than WVMRX: JVMRX (14 years) vs WVMRX (4 years). WVMRX (8.72) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. WVMRX (39.00). JVMRX (1000000) and WVMRX (1000000) have matching initial minimum investment requirements. WVMRX annual gain was more profitable for investors over the last year : -0.35 vs. JVMRX (-6.40).
| JVMRX | WVMRX | JVMRX / WVMRX | |
| Total Expense Ratio | 0.74 | 0.70 | 106% |
| Annual Report Gross Expense Ratio | 0.75 | 8.72 | 9% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 9.911 | 3.747 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.31M | 1,848,739% |
| Annual Yield % from dividends | 0.85 | 1.24 | 68% |
| Returns for 1 year | -6.40 | -0.35 | 1,837% |
| Returns for 3 years | 15.51 | 28.24 | 55% |
| Returns for 5 years | 36.83 | N/A | - |
| Returns for 10 years | 51.46 | N/A | - |
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