Interact to see
Advertisement
Advertisement
DFVEX vs JVMIX
DFVEX vs JVMIX Comparison
Open Charts DFVEX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
DFVEX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFVEX vs. JVMIX commentary
Nov 20, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. DFVEX (4.81B). DFVEX pays higher dividends than JVMIX: DFVEX (1.20) vs JVMIX (0.75). DFVEX was incepted earlier than JVMIX: DFVEX (20 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than DFVEX (0.24). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMIX: DFVEX (0) vs JVMIX (250000). DFVEX annual gain was more profitable for investors over the last year : 5.57 vs. JVMIX (-6.42). DFVEX return over 5 years is better than : 59.99 vs. JVMIX (32.85).
| DFVEX | JVMIX | DFVEX / JVMIX | |
| Total Expense Ratio | 0.24 | 0.85 | 28% |
| Annual Report Gross Expense Ratio | 0.24 | 0.86 | 28% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.520 | 7.829 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 23.5B | 20% |
| Annual Yield % from dividends | 1.20 | 0.75 | 160% |
| Returns for 1 year | 5.57 | -6.42 | -87% |
| Returns for 3 years | 33.44 | 12.74 | 262% |
| Returns for 5 years | 59.99 | 32.85 | 183% |
| Returns for 10 years | 89.74 | 45.13 | 199% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers