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DFVEX vs JVMAX
DFVEX vs JVMAX Comparison
Open Charts DFVEX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
DFVEX vs JVMAX Comparison Chart
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DFVEX vs. JVMAX commentary
Apr 25, 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 DFVEX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. DFVEX (4.24B). DFVEX pays higher dividends than JVMAX: DFVEX (1.34) vs JVMAX (0.61). DFVEX was incepted earlier than JVMAX: DFVEX (19 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than DFVEX (0.28). JVMAX is a more actively managed with annual turnover of: 47.00 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 : 0.75 vs. JVMAX (-11.62). DFVEX return over 5 years is better than : 85.42 vs. JVMAX (50.79).
| DFVEX | JVMAX | DFVEX / JVMAX | |
| Total Expense Ratio | 0.28 | 1.12 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.13 | 25% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -7.856 | -6.491 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 19.8B | 21% |
| Annual Yield % from dividends | 1.34 | 0.61 | 217% |
| Returns for 1 year | 0.75 | -11.62 | -6% |
| Returns for 3 years | 11.26 | -5.75 | -196% |
| Returns for 5 years | 85.42 | 50.79 | 168% |
| Returns for 10 years | 53.16 | 20.78 | 256% |
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