Ad is loading...
EIPDX vs JVMRX
EIPDX vs JVMRX Comparison
Open Charts EIPDX vs JVMRX
Parametric Dividend Income I
Price$16.31
Change-$0.11 (-0.67%)
VolumeN/A
Net Assets22.8M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
EIPDX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EIPDX vs. JVMRX commentary
Feb 23, 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 EIPDX is a StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. EIPDX (22.8M). EIPDX pays higher dividends than JVMRX: EIPDX (3.30) vs JVMRX (0.93). EIPDX was incepted earlier than JVMRX: EIPDX (11 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. EIPDX (38.00). EIPDX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. EIPDX annual gain was more profitable for investors over the last year : 3.29 vs. JVMRX (0.01). EIPDX return over 5 years is better than : 32.13 vs. JVMRX (27.91).
| EIPDX | JVMRX | EIPDX / 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 | 3.335 | 3.860 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8M | 22.5B | 0% |
| Annual Yield % from dividends | 3.30 | 0.93 | 353% |
| Returns for 1 year | 3.29 | 0.01 | 58,986% |
| Returns for 3 years | 8.86 | 5.83 | 152% |
| Returns for 5 years | 32.13 | 27.91 | 115% |
| Returns for 10 years | 70.62 | 40.73 | 173% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMXKX | 7.76 | N/A | N/A |
| Federated Hermes Max-Cap Index R | |||
| SSQSX | 17.42 | N/A | N/A |
| State Street Instl Small-Cap Equity Svc | |||
| FPCSX | 42.01 | N/A | N/A |
| FPA Crescent Supra Institutional | |||
| FCAOX | 12.43 | N/A | N/A |
| Fidelity Advisor Climate Action M | |||
| BRMIX | 15.07 | -0.34 | -2.21% |
| iShares Russell Mid-Cap Index Instl | |||