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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
T. Rowe Price Mid-Cap Value I
Price$30.51
Change-$0.51 (-1.64%)
VolumeN/A
Net Assets15.14B
JVMTX vs TRMIX Comparison Chart
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JVMTX vs. TRMIX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. TRMIX (15.1B). TRMIX pays higher dividends than JVMTX: TRMIX (1.46) vs JVMTX (0.67). 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 : -3.01 vs. TRMIX (-8.13). JVMTX return over 5 years is better than : 51.48 vs. TRMIX (32.39).
| 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 | 2.453 | -4.177 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 15.1B | 144% |
| Annual Yield % from dividends | 0.67 | 1.46 | 46% |
| Returns for 1 year | -3.01 | -8.13 | 37% |
| Returns for 3 years | 16.50 | 3.73 | 442% |
| Returns for 5 years | 51.48 | 32.39 | 159% |
| Returns for 10 years | 35.66 | N/A | - |
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