JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
TRMIX
Price
$31.89
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
15.45B
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JVMTX vs TRMIX

Header iconJVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIXBanner chart's image
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 I
Price$31.89
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets15.45B
JVMTX vs TRMIX Comparison Chart in %
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JVMTX vs. TRMIX commentary
Jul 07, 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 TRMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. TRMIX (15.4B). TRMIX pays higher dividends than JVMTX: TRMIX (1.43) vs JVMTX (0.65). JVMTX was incepted earlier than TRMIX: JVMTX (12 years) vs TRMIX (10 years). JVMTX (1.11) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than TRMIX: JVMTX (0) vs TRMIX (500000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. TRMIX (-3.86). JVMTX return over 5 years is better than : 61.96 vs. TRMIX (37.08).
JVMTXTRMIXJVMTX / TRMIX
Total Expense Ratio1.000.71141%
Annual Report Gross Expense Ratio1.110.71156%
Fund Existence12 years10 years-
Gain YTD8.3610.1575,324%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B15.4B147%
Annual Yield % from dividends0.651.4345%
Returns for 1 year3.31-3.86-86%
Returns for 3 years23.478.00294%
Returns for 5 years61.9637.08167%
Returns for 10 years46.97N/A-
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