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EAPDX vs JVMRX
EAPDX vs JVMRX Comparison
Open Charts EAPDX vs JVMRX
Parametric Dividend Income A
Price$16.12
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets15.33M
JHancock Disciplined Value Mid Cap R6
Price$29.34
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets22.6B
EAPDX vs JVMRX Comparison Chart in %
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EAPDX vs. JVMRX commentary
Jul 11, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. EAPDX (15.3M). EAPDX pays higher dividends than JVMRX: EAPDX (2.59) vs JVMRX (0.88). 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 (49.00). 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 : 3.13 vs. EAPDX (0.34). JVMRX return over 5 years is better than : 65.53 vs. EAPDX (57.15).
| 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 | 2.955 | 8.352 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 22.6B | 0% |
| Annual Yield % from dividends | 2.59 | 0.88 | 294% |
| Returns for 1 year | 0.34 | 3.13 | 11% |
| Returns for 3 years | 12.59 | 24.86 | 51% |
| Returns for 5 years | 57.15 | 65.53 | 87% |
| Returns for 10 years | 74.49 | 47.45 | 157% |
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