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DFVEX vs JVMRX
DFVEX vs JVMRX Comparison
Open Charts DFVEX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
DFVEX vs JVMRX Comparison Chart
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DFVEX vs. JVMRX commentary
May 23, 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: 21.3B vs. DFVEX (4.5B). DFVEX pays higher dividends than JVMRX: DFVEX (1.38) vs JVMRX (0.96). DFVEX was incepted earlier than JVMRX: DFVEX (19 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than DFVEX (0.24). 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 : 3.61 vs. JVMRX (-5.76). DFVEX return over 5 years is better than : 83.16 vs. JVMRX (59.16).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | 0.24 | 0.75 | 32% |
| Annual Report Gross Expense Ratio | 0.24 | 0.76 | 32% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -2.606 | 1.299 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 21.3B | 21% |
| Annual Yield % from dividends | 1.38 | 0.96 | 143% |
| Returns for 1 year | 3.61 | -5.76 | -63% |
| Returns for 3 years | 23.10 | 9.17 | 252% |
| Returns for 5 years | 83.16 | 59.16 | 141% |
| Returns for 10 years | 60.39 | 34.68 | 174% |
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