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JVMSX vs TRTZX
JVMSX vs TRTZX Comparison
Open Charts JVMSX vs TRTZX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
T. Rowe Price Mid-Cap Value Z
Price$32.41
Change-$0.18 (-0.55%)
VolumeN/A
Net Assets15.26B
JVMSX vs TRTZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. TRTZX (15.3B). TRTZX pays higher dividends than JVMSX: TRTZX (1.98) vs JVMSX (0.41). JVMSX was incepted earlier than TRTZX: JVMSX (13 years) vs TRTZX (5 years). JVMSX (1.26) is less costly to investors than TRTZX (0.69). TRTZX is a more actively managed with annual turnover of: 52.90 vs. JVMSX (49.00). JVMSX (0) and TRTZX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. TRTZX (-5.77). JVMSX return over 5 years is better than : 48.09 vs. TRTZX (27.71).
| JVMSX | TRTZX | JVMSX / TRTZX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.26 | 0.69 | 183% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 8.728 | 1.376 | 634% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 15.3B | 154% |
| Annual Yield % from dividends | 0.41 | 1.98 | 21% |
| Returns for 1 year | 0.34 | -5.77 | -6% |
| Returns for 3 years | 10.96 | 2.10 | 521% |
| Returns for 5 years | 48.09 | 27.71 | 174% |
| Returns for 10 years | 41.60 | N/A | - |
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