Ad is loading...
DFVEX vs JVMRX
DFVEX vs JVMRX Comparison
Open Charts DFVEX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
DFVEX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFVEX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.1B vs. DFVEX (4.53B). DFVEX pays higher dividends than JVMRX: DFVEX (1.34) vs JVMRX (0.94). DFVEX was incepted earlier than JVMRX: DFVEX (19 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than DFVEX (0.28). JVMRX is a more actively managed with annual turnover of: 47.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMRX: DFVEX (0) vs JVMRX (1000000). DFVEX annual gain was more profitable for investors over the last year : 3.19 vs. JVMRX (-8.55). DFVEX return over 5 years is better than : 122.77 vs. JVMRX (88.72).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | 0.28 | 0.75 | 37% |
| Annual Report Gross Expense Ratio | 0.28 | 0.76 | 37% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -3.231 | -1.188 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 21.1B | 21% |
| Annual Yield % from dividends | 1.34 | 0.94 | 142% |
| Returns for 1 year | 3.19 | -8.55 | -37% |
| Returns for 3 years | 12.22 | -1.65 | -742% |
| Returns for 5 years | 122.77 | 88.72 | 138% |
| Returns for 10 years | 61.89 | 34.08 | 182% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers