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DFVEX vs JVMAX
DFVEX vs JVMAX Comparison
Open Charts DFVEX vs JVMAX
DFA US Vector Equity I
Price$27.19
Change-$0.87 (-3.10%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
DFVEX vs JVMAX Comparison Chart
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DFVEX vs. JVMAX commentary
Dec 19, 2024
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 DFVEX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. DFVEX (5.02B). DFVEX pays higher dividends than JVMAX: DFVEX (1.27) vs JVMAX (0.67). DFVEX was incepted earlier than JVMAX: DFVEX (19 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMAX: DFVEX (0) vs JVMAX (1000). DFVEX annual gain was more profitable for investors over the last year : 19.19 vs. JVMAX (10.66). DFVEX return over 5 years is better than : 49.74 vs. JVMAX (39.81).
| DFVEX | JVMAX | DFVEX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 17.413 | 12.851 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 23.4B | 21% |
| Annual Yield % from dividends | 1.27 | 0.67 | 190% |
| Returns for 1 year | 19.19 | 10.66 | 180% |
| Returns for 3 years | 20.61 | 16.69 | 123% |
| Returns for 5 years | 49.74 | 39.81 | 125% |
| Returns for 10 years | 76.75 | 55.64 | 138% |
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