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JVMSX vs TAMVX
JVMSX vs TAMVX Comparison
Open Charts JVMSX vs TAMVX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
T. Rowe Price Mid-Cap Value Adv
Price$33.02
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets15.51B
JVMSX vs TAMVX Comparison Chart in %
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JVMSX vs. TAMVX commentary
Sep 09, 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 TAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. TAMVX (15.5B). TAMVX pays higher dividends than JVMSX: TAMVX (1.01) vs JVMSX (0.40). JVMSX was incepted earlier than TAMVX: JVMSX (14 years) vs TAMVX (23 years). JVMSX (1.25) is less costly to investors than TAMVX (1.10). TAMVX is a more actively managed with annual turnover of: 52.90 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than TAMVX: JVMSX (0) vs TAMVX (2500). JVMSX annual gain was more profitable for investors over the last year : 4.09 vs. TAMVX (-3.19). JVMSX return over 5 years is better than : 54.47 vs. TAMVX (29.34).
| JVMSX | TAMVX | JVMSX / TAMVX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 11.936 | 4.033 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 15.5B | 157% |
| Annual Yield % from dividends | 0.40 | 1.01 | 40% |
| Returns for 1 year | 4.09 | -3.19 | -128% |
| Returns for 3 years | 18.75 | 5.72 | 328% |
| Returns for 5 years | 54.47 | 29.34 | 186% |
| Returns for 10 years | 55.37 | 27.45 | 202% |
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