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EAPDX vs JVMRX
EAPDX vs JVMRX Comparison
Open Charts EAPDX vs JVMRX
Parametric Dividend Income A
Price$15.47
Change-$0.32 (-2.03%)
VolumeN/A
Net Assets18.97M
JHancock Disciplined Value Mid Cap R6
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
EAPDX vs JVMRX Comparison Chart
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EAPDX vs. JVMRX commentary
May 22, 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: 21.8B vs. EAPDX (19M). EAPDX pays higher dividends than JVMRX: EAPDX (2.88) vs JVMRX (0.96). 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 : -4.12 vs. EAPDX (-4.77). JVMRX return over 5 years is better than : 62.66 vs. EAPDX (58.59).
| 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 | 0.757 | 3.526 | 21% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 21.8B | 0% |
| Annual Yield % from dividends | 2.88 | 0.96 | 299% |
| Returns for 1 year | -4.77 | -4.12 | 116% |
| Returns for 3 years | 6.17 | 13.26 | 46% |
| Returns for 5 years | 58.59 | 62.66 | 94% |
| Returns for 10 years | 65.60 | 37.64 | 174% |
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