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EAPDX vs JVMRX
EAPDX vs JVMRX Comparison
Open Charts EAPDX vs JVMRX
Parametric Dividend Income A
Price$16.37
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets22.34M
JHancock Disciplined Value Mid Cap R6
Price$28.25
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.35B
EAPDX vs JVMRX Comparison Chart
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EAPDX vs. JVMRX commentary
Jan 24, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. EAPDX (22.3M). EAPDX pays higher dividends than JVMRX: EAPDX (3.07) vs JVMRX (0.93). EAPDX was incepted earlier than JVMRX: EAPDX (11 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. EAPDX (38.00). 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 : 5.22 vs. EAPDX (3.55). EAPDX (30.68) and JVMRX (29.83) have equivalent 5 years return.
| EAPDX | JVMRX | EAPDX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.900 | 4.714 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 23.4B | 0% |
| Annual Yield % from dividends | 3.07 | 0.93 | 329% |
| Returns for 1 year | 3.55 | 5.22 | 68% |
| Returns for 3 years | 7.95 | 7.22 | 110% |
| Returns for 5 years | 30.68 | 29.83 | 103% |
| Returns for 10 years | 73.01 | 48.49 | 151% |
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