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JVMSX vs JVSAX
JVMSX vs JVSAX Comparison
Open Charts JVMSX vs JVSAX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Janus Henderson Small-Mid Cap Value A
Price$15.85
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets84.47M
JVMSX vs JVSAX Comparison Chart in %
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JVMSX vs. JVSAX commentary
Aug 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 JVMSX is a Buy and JVSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JVSAX (84.5M). JVMSX pays higher dividends than JVSAX: JVMSX (0.41) vs JVSAX (0.28). JVMSX was incepted earlier than JVSAX: JVMSX (13 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMSX (1.26). JVSAX is a more actively managed with annual turnover of: 63.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than JVSAX: JVMSX (0) vs JVSAX (2500). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. JVSAX (-4.04). JVSAX return over 5 years is better than : 51.25 vs. JVMSX (48.09).
| JVMSX | JVSAX | JVMSX / JVSAX | |
| Total Expense Ratio | 1.25 | 1.07 | 117% |
| Annual Report Gross Expense Ratio | 1.26 | 1.37 | 92% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.728 | 1.537 | 568% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 84.5M | 27,929% |
| Annual Yield % from dividends | 0.41 | 0.28 | 147% |
| Returns for 1 year | 0.34 | -4.04 | -8% |
| Returns for 3 years | 10.96 | 20.41 | 54% |
| Returns for 5 years | 48.09 | 51.25 | 94% |
| Returns for 10 years | 41.60 | 32.02 | 130% |
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