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JVMAX vs VETAX
JVMAX vs VETAX Comparison
Open Charts JVMAX vs VETAX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
Victory Sycamore Established Value A
Price$43.04
Change+$0.62 (+1.46%)
VolumeN/A
Net Assets16.43B
JVMAX vs VETAX Comparison Chart
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JVMAX vs. VETAX commentary
Apr 25, 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 VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. VETAX (16.4B). 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 (-11.41) and JVMAX (-11.62) have marching annual gain over last year. JVMAX (50.79) and VETAX (48.38) have equivalent 5 years return.
| 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 | -6.491 | -7.492 | 87% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 16.4B | 121% |
| Annual Yield % from dividends | 0.61 | 0.90 | 69% |
| Returns for 1 year | -11.62 | -11.41 | 102% |
| Returns for 3 years | -5.75 | -10.45 | 55% |
| Returns for 5 years | 50.79 | 48.38 | 105% |
| Returns for 10 years | 20.78 | 32.28 | 64% |
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