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DFVEX vs JVMIX
DFVEX vs JVMIX Comparison
Open Charts DFVEX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
DFVEX vs JVMIX Comparison Chart in %
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DFVEX vs. JVMIX commentary
Oct 19, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. DFVEX (4.92B). DFVEX pays higher dividends than JVMIX: DFVEX (1.20) vs JVMIX (0.74). 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 : 8.08 vs. JVMIX (-5.28). DFVEX return over 5 years is better than : 74.17 vs. JVMIX (46.84).
| 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 | 9.444 | 9.276 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 23.7B | 21% |
| Annual Yield % from dividends | 1.20 | 0.74 | 163% |
| Returns for 1 year | 8.08 | -5.28 | -153% |
| Returns for 3 years | 44.85 | 24.82 | 181% |
| Returns for 5 years | 74.17 | 46.84 | 158% |
| Returns for 10 years | 93.50 | 50.82 | 184% |
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