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DFVEX vs JVMRX
DFVEX vs JVMRX Comparison
Open Charts DFVEX vs JVMRX
DFA US Vector Equity I
Price$27.02
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DFVEX vs JVMRX Comparison Chart
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DFVEX vs. JVMRX commentary
Sep 21, 2024
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: 23.4B vs. DFVEX (4.97B). DFVEX pays higher dividends than JVMRX: DFVEX (1.27) vs JVMRX (0.93). DFVEX was incepted earlier than JVMRX: DFVEX (19 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 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 : 23.36 vs. JVMRX (19.58). DFVEX return over 5 years is better than : 50.57 vs. JVMRX (44.82).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 12.378 | 11.221 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 23.4B | 21% |
| Annual Yield % from dividends | 1.27 | 0.93 | 136% |
| Returns for 1 year | 23.36 | 19.58 | 119% |
| Returns for 3 years | 13.64 | 13.96 | 98% |
| Returns for 5 years | 50.57 | 44.82 | 113% |
| Returns for 10 years | 66.95 | 65.88 | 102% |
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