Ad is loading...
JVMAX vs VETAX
JVMAX vs VETAX Comparison
Open Charts JVMAX vs VETAX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Victory Sycamore Established Value A
Price$46.47
Change-$0.89 (-1.88%)
VolumeN/A
Net Assets18.19B
JVMAX vs VETAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. VETAX 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 JVMAX is a StrongBuy and VETAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. VETAX (18.2B). VETAX pays higher dividends than JVMAX: VETAX (1.05) vs JVMAX (0.67). JVMAX was incepted earlier than VETAX: JVMAX (28 years) vs VETAX (25 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. VETAX (28.00). JVMAX has a lower initial minimum investment than VETAX: JVMAX (1000) vs VETAX (2500). VETAX annual gain was more profitable for investors over the last year : -2.09 vs. JVMAX (-2.62). JVMAX (22.67) and VETAX (21.98) have equivalent 5 years return.
| JVMAX | VETAX | JVMAX / VETAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 2.046 | 1.176 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 18.2B | 124% |
| Annual Yield % from dividends | 0.67 | 1.05 | 64% |
| Returns for 1 year | -2.62 | -2.09 | 125% |
| Returns for 3 years | 2.26 | -0.23 | -1,002% |
| Returns for 5 years | 22.67 | 21.98 | 103% |
| Returns for 10 years | 32.20 | 44.44 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers