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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
T. Rowe Price Mid-Cap Value I
Price$32.36
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets15.46B
JVMTX vs TRMIX Comparison Chart in %
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JVMTX vs. TRMIX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. TRMIX (15.5B). 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 (49.00). 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 : 1.07 vs. TRMIX (-5.73). JVMTX return over 5 years is better than : 57.29 vs. TRMIX (31.30).
| JVMTX | TRMIX | JVMTX / TRMIX | |
| Total Expense Ratio | 1.00 | 0.71 | 141% |
| Annual Report Gross Expense Ratio | 1.11 | 0.71 | 156% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 9.253 | 1.633 | 567% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 15.5B | 149% |
| Annual Yield % from dividends | 0.65 | 1.43 | 45% |
| Returns for 1 year | 1.07 | -5.73 | -19% |
| Returns for 3 years | 21.15 | 7.90 | 268% |
| Returns for 5 years | 57.29 | 31.30 | 183% |
| Returns for 10 years | 48.90 | N/A | - |
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