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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Janus Henderson Small-Mid Cap Value A
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets70.7M
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. JVSAX (70.7M). JVMTX pays higher dividends than JVSAX: JVMTX (0.61) vs JVSAX (0.27). JVMTX was incepted earlier than JVSAX: JVMTX (13 years) vs JVSAX (14 years). JVSAX (1.63) 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 : 2.35 vs. JVSAX (-4.23). JVSAX return over 5 years is better than : 25.81 vs. JVMTX (23.38).
| JVMTX | JVSAX | JVMTX / JVSAX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.10 | 1.63 | 67% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 3.567 | -2.755 | -130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 70.7M | 33,805% |
| Annual Yield % from dividends | 0.61 | 0.27 | 230% |
| Returns for 1 year | 2.35 | -4.23 | -56% |
| Returns for 3 years | 15.93 | 20.98 | 76% |
| Returns for 5 years | 23.38 | 25.81 | 91% |
| Returns for 10 years | 48.70 | 37.44 | 130% |
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