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EIPDX vs JVMRX
EIPDX vs JVMRX Comparison
Open Charts EIPDX vs JVMRX
Parametric Dividend Income I
Price$16.35
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets22.34M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.02B
EIPDX vs JVMRX Comparison Chart
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EIPDX vs. JVMRX commentary
Jan 19, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23B vs. EIPDX (22.3M). 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. JVMRX annual gain was more profitable for investors over the last year : 5.82 vs. EIPDX (4.64). EIPDX return over 5 years is better than : 29.76 vs. JVMRX (26.86).
| 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 | 2.895 | 3.786 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 23B | 0% |
| Annual Yield % from dividends | 3.30 | 0.93 | 353% |
| Returns for 1 year | 4.64 | 5.82 | 80% |
| Returns for 3 years | 5.31 | 1.65 | 323% |
| Returns for 5 years | 29.76 | 26.86 | 111% |
| Returns for 10 years | 77.48 | 49.19 | 158% |
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