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JVMSX vs TRMIX
JVMSX vs TRMIX Comparison
Open Charts JVMSX vs TRMIX
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 I
Price$33.21
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets15.51B
JVMSX vs TRMIX Comparison Chart in %
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JVMSX vs. TRMIX 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 TRMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. TRMIX (15.5B). TRMIX pays higher dividends than JVMSX: TRMIX (1.36) vs JVMSX (0.40). JVMSX was incepted earlier than TRMIX: JVMSX (14 years) vs TRMIX (10 years). JVMSX (1.25) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than TRMIX: JVMSX (0) vs TRMIX (500000). JVMSX annual gain was more profitable for investors over the last year : 2.46 vs. TRMIX (-3.74). JVMSX return over 5 years is better than : 52.77 vs. TRMIX (29.88).
| JVMSX | TRMIX | JVMSX / TRMIX | |
| Total Expense Ratio | 1.24 | 0.71 | 175% |
| Annual Report Gross Expense Ratio | 1.25 | 0.71 | 176% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 11.712 | 4.428 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 15.5B | 157% |
| Annual Yield % from dividends | 0.40 | 1.36 | 29% |
| Returns for 1 year | 2.46 | -3.74 | -66% |
| Returns for 3 years | 23.90 | 11.98 | 199% |
| Returns for 5 years | 52.77 | 29.88 | 177% |
| Returns for 10 years | 54.59 | 30.62 | 178% |
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