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JVMTX vs OFALX
JVMTX vs OFALX Comparison
Open Charts JVMTX vs OFALX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Olstein All Cap Value C
Price$18.53
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets488.8M
JVMTX vs OFALX Comparison Chart in %
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JVMTX vs. OFALX 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 OFALX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. OFALX (489M). JVMTX (0.60) and OFALX (0.58) have matching dividends . JVMTX was incepted earlier than OFALX: JVMTX (13 years) vs OFALX (30 years). OFALX (2.18) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. OFALX (38.00). JVMTX has a lower initial minimum investment than OFALX: JVMTX (0) vs OFALX (1000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. OFALX (-0.36). JVMTX return over 5 years is better than : 22.28 vs. OFALX (-19.14).
| JVMTX | OFALX | JVMTX / OFALX | |
| Total Expense Ratio | 0.99 | 2.18 | 45% |
| Annual Report Gross Expense Ratio | 1.10 | 2.18 | 50% |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | 5.177 | 3.868 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 489M | 5,051% |
| Annual Yield % from dividends | 0.60 | 0.58 | 103% |
| Returns for 1 year | 4.79 | -0.36 | -1,329% |
| Returns for 3 years | 11.22 | 0.41 | 2,736% |
| Returns for 5 years | 22.28 | -19.14 | -116% |
| Returns for 10 years | 76.80 | 23.92 | 321% |
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