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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Janus Henderson Small-Mid Cap Value A
Price$16.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets84.47M
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX 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 JVMTX is a Buy and JVSAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. JVSAX (84.5M). JVMTX pays higher dividends than JVSAX: JVMTX (0.62) vs JVSAX (0.26). 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: 63.00 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 : 2.74 vs. JVSAX (-1.31). JVSAX return over 5 years is better than : 58.94 vs. JVMTX (54.13).
| 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 | 11.891 | 4.805 | 248% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 84.5M | 28,876% |
| Annual Yield % from dividends | 0.62 | 0.26 | 235% |
| Returns for 1 year | 2.74 | -1.31 | -209% |
| Returns for 3 years | 24.58 | 36.35 | 68% |
| Returns for 5 years | 54.13 | 58.94 | 92% |
| Returns for 10 years | 57.10 | 42.44 | 135% |
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