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JVMAX vs VMFVX
JVMAX vs VMFVX Comparison
Open Charts JVMAX vs VMFVX
JHancock Disciplined Value Mid Cap A
Price$30.55
Change+$0.30 (+0.99%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Mid-Cap 400 Value Idx I
Price$415.19
Change+$6.72 (+1.65%)
VolumeN/A
CapitalizationN/A
JVMAX vs VMFVX Comparison Chart
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JVMAX vs. VMFVX commentary
Nov 23, 2024
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 VMFVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. VMFVX (1.04B). VMFVX pays higher dividends than JVMAX: VMFVX (1.53) vs JVMAX (0.67). JVMAX was incepted earlier than VMFVX: JVMAX (27 years) vs VMFVX (14 years). VMFVX (43.00) and JVMAX (41.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than VMFVX: JVMAX (1000) vs VMFVX (5000000). VMFVX annual gain was more profitable for investors over the last year : 27.88 vs. JVMAX (21.65). VMFVX return over 5 years is better than : 62.40 vs. JVMAX (45.83).
| JVMAX | VMFVX | JVMAX / VMFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 16.391 | 16.826 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.04B | 2,320% |
| Annual Yield % from dividends | 0.67 | 1.53 | 44% |
| Returns for 1 year | 21.65 | 27.88 | 78% |
| Returns for 3 years | 9.79 | 18.20 | 54% |
| Returns for 5 years | 45.83 | 62.40 | 73% |
| Returns for 10 years | 58.20 | 117.81 | 49% |
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