Interact to see
Advertisement
Advertisement
JVMIX vs VASVX
JVMIX vs VASVX Comparison
Open Charts JVMIX vs VASVX
JHancock Disciplined Value Mid Cap I
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
Vanguard Selected Value I
Price$26.61
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets5.96B
JVMIX vs VASVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. VASVX commentary
May 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 JVMIX is a Buy and VASVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. VASVX (5.96B). VASVX pays higher dividends than JVMIX: VASVX (1.84) vs JVMIX (0.85). JVMIX was incepted earlier than VASVX: JVMIX (28 years) vs VASVX (29 years). JVMIX (0.88) is less costly to investors than VASVX (0.42). JVMIX is a more actively managed with annual turnover of: 47.00 vs. VASVX (32.00). VASVX has a lower initial minimum investment than JVMIX: VASVX (3000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.87 vs. VASVX (-11.52). JVMIX return over 5 years is better than : 58.57 vs. VASVX (36.73).
| JVMIX | VASVX | JVMIX / VASVX | |
| Total Expense Ratio | 0.87 | 0.42 | 207% |
| Annual Report Gross Expense Ratio | 0.88 | 0.42 | 210% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 1.262 | -1.774 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 5.96B | 357% |
| Annual Yield % from dividends | 0.85 | 1.84 | 46% |
| Returns for 1 year | -5.87 | -11.52 | 51% |
| Returns for 3 years | 8.91 | -7.26 | -123% |
| Returns for 5 years | 58.57 | 36.73 | 159% |
| Returns for 10 years | 33.92 | -10.82 | -314% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers