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JVMIX vs VASVX
JVMIX vs VASVX Comparison
Open Charts JVMIX vs VASVX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Selected Value I
Price$31.86
Change-$0.25 (-0.78%)
VolumeN/A
CapitalizationN/A
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JVMIX vs VASVX Comparison Chart
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JVMIX vs. VASVX commentary
Sep 21, 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 JVMIX is a Buy and VASVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. VASVX (7.13B). VASVX pays higher dividends than JVMIX: VASVX (1.49) vs JVMIX (0.84). JVMIX was incepted earlier than VASVX: JVMIX (27 years) vs VASVX (29 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. VASVX (27.00). 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 : 19.46 vs. VASVX (16.96). JVMIX return over 5 years is better than : 44.34 vs. VASVX (16.42).
| JVMIX | VASVX | JVMIX / VASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 11.144 | 10.242 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 7.13B | 328% |
| Annual Yield % from dividends | 0.84 | 1.49 | 56% |
| Returns for 1 year | 19.46 | 16.96 | 115% |
| Returns for 3 years | 13.73 | 6.06 | 227% |
| Returns for 5 years | 44.34 | 16.42 | 270% |
| Returns for 10 years | 64.87 | 9.83 | 660% |