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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$29.91
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
Janus Henderson Small-Mid Cap Value A
Price$15.92
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets81.25M
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX commentary
Nov 14, 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 JVMTX is a Hold and JVSAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. JVSAX (81.3M). JVMTX pays higher dividends than JVSAX: JVMTX (0.63) vs JVSAX (0.27). JVMTX was incepted earlier than JVSAX: JVMTX (12 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMTX (1.10). JVSAX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than JVSAX: JVMTX (0) vs JVSAX (2500). JVMTX annual gain was more profitable for investors over the last year : -5.56 vs. JVSAX (-10.98). JVSAX return over 5 years is better than : 41.61 vs. JVMTX (37.55).
| JVMTX | JVSAX | JVMTX / JVSAX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 1.37 | 80% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 11.148 | 1.986 | 561% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 81.3M | 29,766% |
| Annual Yield % from dividends | 0.63 | 0.27 | 231% |
| Returns for 1 year | -5.56 | -10.98 | 51% |
| Returns for 3 years | 14.99 | 21.21 | 71% |
| Returns for 5 years | 37.55 | 41.61 | 90% |
| Returns for 10 years | 52.90 | 37.14 | 142% |
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