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DFVEX vs JVMRX
DFVEX vs JVMRX Comparison
Open Charts DFVEX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
DFVEX vs JVMRX Comparison Chart in %
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DFVEX vs. JVMRX commentary
Aug 18, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. DFVEX (4.93B). DFVEX pays higher dividends than JVMRX: DFVEX (1.24) vs JVMRX (0.86). DFVEX was incepted earlier than JVMRX: DFVEX (20 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: 49.00 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 : 13.01 vs. JVMRX (0.87). DFVEX return over 5 years is better than : 73.95 vs. JVMRX (50.62).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | 0.24 | 0.75 | 32% |
| Annual Report Gross Expense Ratio | 0.24 | 0.76 | 32% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 7.351 | 9.057 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 23.6B | 21% |
| Annual Yield % from dividends | 1.24 | 0.86 | 143% |
| Returns for 1 year | 13.01 | 0.87 | 1,502% |
| Returns for 3 years | 27.87 | 12.17 | 229% |
| Returns for 5 years | 73.95 | 50.62 | 146% |
| Returns for 10 years | 82.79 | 46.16 | 179% |
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