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DFVEX vs JVMAX
DFVEX vs JVMAX Comparison
Open Charts DFVEX vs JVMAX
DFA US Vector Equity I
Price$28.06
Change-$0.30 (-1.06%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
DFVEX vs JVMAX Comparison Chart
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DFVEX vs. JVMAX commentary
Nov 18, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. DFVEX (5.06B). DFVEX pays higher dividends than JVMAX: DFVEX (1.27) vs JVMAX (0.67). DFVEX was incepted earlier than JVMAX: DFVEX (19 years) vs JVMAX (27 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 : 27.02 vs. JVMAX (21.07). DFVEX return over 5 years is better than : 50.88 vs. JVMAX (42.69).
| DFVEX | JVMAX | DFVEX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 17.095 | 14.313 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 23.8B | 21% |
| Annual Yield % from dividends | 1.27 | 0.67 | 190% |
| Returns for 1 year | 27.02 | 21.07 | 128% |
| Returns for 3 years | 6.59 | 6.26 | 105% |
| Returns for 5 years | 50.88 | 42.69 | 119% |
| Returns for 10 years | 69.91 | 56.97 | 123% |
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