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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Janus Henderson Small-Mid Cap Value A
Price$16.15
Change+$0.37 (+2.34%)
VolumeN/A
Net Assets69.32M
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. JVSAX (69.3M). JVMTX pays higher dividends than JVSAX: JVMTX (0.60) vs JVSAX (0.08). 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 : 4.79 vs. JVSAX (2.56). JVSAX return over 5 years is better than : 28.41 vs. JVMTX (22.28).
| 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 | 5.177 | 8.535 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 69.3M | 35,642% |
| Annual Yield % from dividends | 0.60 | 0.08 | 755% |
| Returns for 1 year | 4.79 | 2.56 | 187% |
| Returns for 3 years | 11.22 | 16.42 | 68% |
| Returns for 5 years | 22.28 | 28.41 | 78% |
| Returns for 10 years | 76.80 | 58.76 | 131% |
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