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JVMIX vs VASVX
JVMIX vs VASVX Comparison
Open Charts JVMIX vs VASVX
JHancock Disciplined Value Mid Cap I
Price$25.22
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets19.68B
Vanguard Selected Value I
Price$25.09
Change+$0.26 (+1.05%)
VolumeN/A
Net Assets6.24B
JVMIX vs VASVX Comparison Chart
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JVMIX vs. VASVX commentary
Apr 24, 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: 19.7B vs. VASVX (6.24B). VASVX pays higher dividends than JVMIX: VASVX (1.78) vs JVMIX (0.83). 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 : -11.62 vs. VASVX (-15.69). JVMIX return over 5 years is better than : 52.57 vs. VASVX (36.88).
| 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 | -7.273 | -8.241 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 6.24B | 316% |
| Annual Yield % from dividends | 0.83 | 1.78 | 47% |
| Returns for 1 year | -11.62 | -15.69 | 74% |
| Returns for 3 years | -5.15 | -16.40 | 31% |
| Returns for 5 years | 52.57 | 36.88 | 143% |
| Returns for 10 years | 24.15 | -15.41 | -157% |
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