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DFVEX vs JVMTX
DFVEX vs JVMTX Comparison
Open Charts DFVEX vs JVMTX
DFA US Vector Equity I
Price$27.02
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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DFVEX vs JVMTX Comparison Chart
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DFVEX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. DFVEX (4.97B). DFVEX pays higher dividends than JVMTX: DFVEX (1.27) vs JVMTX (0.73). DFVEX was incepted earlier than JVMTX: DFVEX (19 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. DFVEX (11.00). DFVEX (0) and JVMTX (0) have matching initial minimum investment requirements. DFVEX annual gain was more profitable for investors over the last year : 23.36 vs. JVMTX (19.27). DFVEX return over 5 years is better than : 50.57 vs. JVMTX (43.64).
| DFVEX | JVMTX | DFVEX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 12.378 | 11.010 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 23.4B | 21% |
| Annual Yield % from dividends | 1.27 | 0.73 | 174% |
| Returns for 1 year | 23.36 | 19.27 | 121% |
| Returns for 3 years | 13.64 | 13.38 | 102% |
| Returns for 5 years | 50.57 | 43.64 | 116% |
| Returns for 10 years | 66.95 | 63.34 | 106% |
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