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DFVEX vs JVMAX
DFVEX vs JVMAX Comparison
Open Charts DFVEX vs JVMAX
DFA US Vector Equity I
Price$27.02
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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DFVEX vs JVMAX Comparison Chart
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DFVEX vs. JVMAX commentary
Sep 21, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. DFVEX (4.97B). 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 : 23.36 vs. JVMAX (18.94). DFVEX return over 5 years is better than : 50.57 vs. JVMAX (42.03).
| 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 | 12.378 | 10.889 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 23.4B | 21% |
| Annual Yield % from dividends | 1.27 | 0.67 | 190% |
| Returns for 1 year | 23.36 | 18.94 | 123% |
| Returns for 3 years | 13.64 | 12.35 | 110% |
| Returns for 5 years | 50.57 | 42.03 | 120% |
| Returns for 10 years | 66.95 | 59.30 | 113% |