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DFVEX vs JVMAX
DFVEX vs JVMAX Comparison
Open Charts DFVEX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
DFVEX vs JVMAX Comparison Chart
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DFVEX vs. JVMAX commentary
Apr 04, 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: 21.1B vs. DFVEX (4.53B). 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 : 3.19 vs. JVMAX (-9.43). DFVEX return over 5 years is better than : 122.77 vs. JVMAX (84.10).
| 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 | -3.231 | -1.298 | 249% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 21.1B | 21% |
| Annual Yield % from dividends | 1.34 | 0.61 | 217% |
| Returns for 1 year | 3.19 | -9.43 | -34% |
| Returns for 3 years | 12.22 | -3.39 | -361% |
| Returns for 5 years | 122.77 | 84.10 | 146% |
| Returns for 10 years | 61.89 | 28.12 | 220% |
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