Interact to see
Advertisement
Advertisement
EAPDX vs JVMRX
EAPDX vs JVMRX Comparison
Open Charts EAPDX vs JVMRX
Parametric Dividend Income A
Price$15.81
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets19.17M
JHancock Disciplined Value Mid Cap R6
Price$27.95
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
EAPDX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EAPDX vs. JVMRX commentary
Jun 13, 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 EAPDX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. EAPDX (19.2M). EAPDX pays higher dividends than JVMRX: EAPDX (2.81) vs JVMRX (0.91). EAPDX was incepted earlier than JVMRX: EAPDX (11 years) vs JVMRX (14 years). EAPDX (0.82) is less costly to investors than JVMRX (0.76). EAPDX is a more actively managed with annual turnover of: 53.00 vs. JVMRX (47.00). EAPDX has a lower initial minimum investment than JVMRX: EAPDX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -2.33 vs. EAPDX (-2.79). JVMRX (53.93) and EAPDX (51.39) have equivalent 5 years return.
| EAPDX | JVMRX | EAPDX / JVMRX | |
| Total Expense Ratio | 0.69 | 0.75 | 92% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.566 | 3.378 | 17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2M | 21.7B | 0% |
| Annual Yield % from dividends | 2.81 | 0.91 | 309% |
| Returns for 1 year | -2.79 | -2.33 | 120% |
| Returns for 3 years | 9.05 | 17.74 | 51% |
| Returns for 5 years | 51.39 | 53.93 | 95% |
| Returns for 10 years | 69.01 | 39.47 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers