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JVMAX vs VASVX
JVMAX vs VASVX Comparison
Open Charts JVMAX vs VASVX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Vanguard Selected Value I
Price$25.40
Change-$1.55 (-5.75%)
VolumeN/A
Net Assets6.53B
JVMAX vs VASVX Comparison Chart
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JVMAX vs. VASVX commentary
Apr 04, 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 Buy and VASVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. VASVX (6.53B). VASVX pays higher dividends than JVMAX: VASVX (1.78) vs JVMAX (0.61). JVMAX was incepted earlier than VASVX: JVMAX (28 years) vs VASVX (29 years). JVMAX (1.13) is less costly to investors than VASVX (0.42). JVMAX is a more actively managed with annual turnover of: 47.00 vs. VASVX (32.00). JVMAX has a lower initial minimum investment than VASVX: JVMAX (1000) vs VASVX (3000). JVMAX annual gain was more profitable for investors over the last year : -8.70 vs. VASVX (-12.07). JVMAX return over 5 years is better than : 86.30 vs. VASVX (71.88).
| JVMAX | VASVX | JVMAX / VASVX | |
| Total Expense Ratio | 1.12 | 0.42 | 267% |
| Annual Report Gross Expense Ratio | 1.13 | 0.42 | 269% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -0.118 | -0.406 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 6.53B | 328% |
| Annual Yield % from dividends | 0.61 | 1.78 | 34% |
| Returns for 1 year | -8.70 | -12.07 | 72% |
| Returns for 3 years | -2.01 | -11.73 | 17% |
| Returns for 5 years | 86.30 | 71.88 | 120% |
| Returns for 10 years | 28.82 | -7.50 | -385% |
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