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DHTAX vs JVMCX
DHTAX vs JVMCX Comparison
Open Charts DHTAX vs JVMCX
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.83B
DHTAX vs JVMCX Comparison Chart
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DHTAX vs. JVMCX commentary
May 10, 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 DHTAX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.8B vs. DHTAX (522M). DHTAX pays higher dividends than JVMCX: DHTAX (0.61) vs JVMCX (0.00). DHTAX was incepted earlier than JVMCX: DHTAX (19 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than DHTAX (1.16). JVMCX is a more actively managed with annual turnover of: 47.00 vs. DHTAX (44.00). JVMCX has a lower initial minimum investment than DHTAX: JVMCX (1000) vs DHTAX (2500). DHTAX annual gain was more profitable for investors over the last year : -6.86 vs. JVMCX (-9.46). DHTAX return over 5 years is better than : 83.17 vs. JVMCX (47.59).
| DHTAX | JVMCX | DHTAX / JVMCX | |
| Total Expense Ratio | 1.16 | 1.87 | 62% |
| Annual Report Gross Expense Ratio | 1.16 | 1.88 | 62% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -6.189 | -1.660 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 20.8B | 3% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -6.86 | -9.46 | 73% |
| Returns for 3 years | 19.71 | 3.55 | 555% |
| Returns for 5 years | 83.17 | 47.59 | 175% |
| Returns for 10 years | 60.01 | 21.62 | 278% |
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