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EIPDX vs JVMRX
EIPDX vs JVMRX Comparison
Open Charts EIPDX vs JVMRX
Parametric Dividend Income I
Price$15.69
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets19.17M
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
EIPDX vs JVMRX Comparison Chart
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EIPDX vs. JVMRX commentary
Jun 07, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. EIPDX (19.2M). EIPDX pays higher dividends than JVMRX: EIPDX (3.04) vs JVMRX (0.91). EIPDX was incepted earlier than JVMRX: EIPDX (11 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than EIPDX (0.57). EIPDX is a more actively managed with annual turnover of: 53.00 vs. JVMRX (47.00). EIPDX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -2.97 vs. EIPDX (-4.37). JVMRX (40.13) and EIPDX (38.81) have equivalent 5 years return.
| EIPDX | JVMRX | EIPDX / JVMRX | |
| Total Expense Ratio | 0.44 | 0.75 | 59% |
| Annual Report Gross Expense Ratio | 0.57 | 0.76 | 75% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -0.778 | 2.376 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2M | 21.5B | 0% |
| Annual Yield % from dividends | 3.04 | 0.91 | 335% |
| Returns for 1 year | -4.37 | -2.97 | 147% |
| Returns for 3 years | -0.62 | 4.82 | -13% |
| Returns for 5 years | 38.81 | 40.13 | 97% |
| Returns for 10 years | 69.77 | 38.58 | 181% |
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