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JVMAX vs VETAX
JVMAX vs VETAX Comparison
Open Charts JVMAX vs VETAX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Victory Sycamore Established Value A
Price$43.02
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
JVMAX vs VETAX Comparison Chart
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JVMAX vs. VETAX 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 Hold and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. VETAX (17.6B). VETAX pays higher dividends than JVMAX: VETAX (0.90) vs JVMAX (0.61). JVMAX was incepted earlier than VETAX: JVMAX (28 years) vs VETAX (25 years). JVMAX (1.13) is less costly to investors than VETAX (0.90). JVMAX is a more actively managed with annual turnover of: 47.00 vs. VETAX (34.00). VETAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). 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 : -8.14 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. VETAX (81.62).
| JVMAX | VETAX | JVMAX / VETAX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.13 | 0.90 | 126% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -0.118 | -1.277 | 9% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 17.6B | 122% |
| Annual Yield % from dividends | 0.61 | 0.90 | 69% |
| Returns for 1 year | -8.70 | -8.14 | 107% |
| Returns for 3 years | -2.01 | -5.46 | 37% |
| Returns for 5 years | 86.30 | 81.62 | 106% |
| Returns for 10 years | 28.82 | 40.25 | 72% |
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