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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Janus Henderson Small-Mid Cap Value A
Price$15.85
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets84.47M
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. JVSAX (84.5M). JVMTX pays higher dividends than JVSAX: JVMTX (0.64) vs JVSAX (0.28). JVMTX was incepted earlier than JVSAX: JVMTX (12 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMTX (1.11). 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 : 0.62 vs. JVSAX (-4.04). JVSAX (51.25) and JVMTX (49.36) have equivalent 5 years return.
| JVMTX | JVSAX | JVMTX / JVSAX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.37 | 81% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.919 | 1.537 | 580% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 84.5M | 27,929% |
| Annual Yield % from dividends | 0.64 | 0.28 | 228% |
| Returns for 1 year | 0.62 | -4.04 | -15% |
| Returns for 3 years | 11.58 | 20.41 | 57% |
| Returns for 5 years | 49.36 | 51.25 | 96% |
| Returns for 10 years | 43.95 | 32.02 | 137% |
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