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JVMAX vs SEVAX
JVMAX vs SEVAX Comparison
Open Charts JVMAX vs SEVAX
JHancock Disciplined Value Mid Cap A
Price$23.24
Change-$0.27 (-1.15%)
VolumeN/A
Net Assets19.66B
JVMAX vs SEVAX Comparison Chart
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JVMAX vs. SEVAX commentary
Apr 18, 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 JVMAX is a StrongBuy and SEVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. SEVAX (278M). JVMAX (0.61) and SEVAX (0.60) have matching dividends . JVMAX was incepted earlier than SEVAX: JVMAX (28 years) vs SEVAX (28 years). SEVAX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. SEVAX (28.00). JVMAX initial investment is less costly to investors than SEVAX (5%) vs SEVAX (5%). JVMAX has a lower initial minimum investment than SEVAX: JVMAX (1000) vs SEVAX (2500). SEVAX (-11.13) and JVMAX (-11.24) have marching annual gain over last year. JVMAX (47.12) and SEVAX (46.26) have equivalent 5 years return.
| JVMAX | SEVAX | JVMAX / SEVAX | |
| Total Expense Ratio | 1.12 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 1.13 | 1.19 | 95% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -7.514 | -9.508 | 79% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 278M | 7,086% |
| Annual Yield % from dividends | 0.61 | 0.60 | 102% |
| Returns for 1 year | -11.24 | -11.13 | 101% |
| Returns for 3 years | -8.00 | -11.23 | 71% |
| Returns for 5 years | 47.12 | 46.26 | 102% |
| Returns for 10 years | 20.65 | -0.04 | -46,743% |
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