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JVMTX vs TAMVX
JVMTX vs TAMVX Comparison
Open Charts JVMTX vs TAMVX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
T. Rowe Price Mid-Cap Value Adv
Price$31.73
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets15.45B
JVMTX vs TAMVX Comparison Chart in %
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JVMTX vs. TAMVX commentary
Jul 06, 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 StrongBuy and TAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. TAMVX (15.4B). TAMVX pays higher dividends than JVMTX: TAMVX (1.07) vs JVMTX (0.65). JVMTX was incepted earlier than TAMVX: JVMTX (12 years) vs TAMVX (23 years). JVMTX (1.11) and TAMVX (1.10) have similar cost to investors . TAMVX is a more actively managed with annual turnover of: 52.90 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than TAMVX: JVMTX (0) vs TAMVX (2500). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. TAMVX (-4.28). JVMTX return over 5 years is better than : 61.96 vs. TAMVX (34.68).
| JVMTX | TAMVX | JVMTX / TAMVX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.11 | 1.10 | 101% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.361 | -0.032 | -26,538% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 15.4B | 147% |
| Annual Yield % from dividends | 0.65 | 1.07 | 61% |
| Returns for 1 year | 3.31 | -4.28 | -77% |
| Returns for 3 years | 23.47 | 6.62 | 354% |
| Returns for 5 years | 61.96 | 34.68 | 179% |
| Returns for 10 years | 46.97 | 14.00 | 335% |
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