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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
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.
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).
| 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 | 8.361 | 0.157 | 5,324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 15.4B | 147% |
| Annual Yield % from dividends | 0.65 | 1.43 | 45% |
| Returns for 1 year | 3.31 | -3.86 | -86% |
| Returns for 3 years | 23.47 | 8.00 | 294% |
| Returns for 5 years | 61.96 | 37.08 | 167% |
| Returns for 10 years | 46.97 | N/A | - |
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