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JVMSX vs TAMVX
JVMSX vs TAMVX Comparison
Open Charts JVMSX vs TAMVX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
T. Rowe Price Mid-Cap Value Adv
Price$32.31
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.85B
JVMSX vs TAMVX Comparison Chart in %
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JVMSX vs. TAMVX commentary
Dec 27, 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 Hold and TAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. TAMVX (14.9B). TAMVX pays higher dividends than JVMSX: TAMVX (1.00) 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 : 2.29 vs. TAMVX (0.81). JVMSX return over 5 years is better than : 22.25 vs. TAMVX (13.30).
| 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 | 3.506 | 1.764 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 14.9B | 160% |
| Annual Yield % from dividends | 0.40 | 1.00 | 40% |
| Returns for 1 year | 2.29 | 0.81 | 282% |
| Returns for 3 years | 15.22 | 16.98 | 90% |
| Returns for 5 years | 22.25 | 13.30 | 167% |
| Returns for 10 years | 46.26 | 35.77 | 129% |
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