Ad is loading...
JVMIX vs VETAX
JVMIX vs VETAX Comparison
Open Charts JVMIX vs VETAX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value A
Price$52.15
Change-$0.41 (-0.78%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMIX vs VETAX Comparison Chart
Loading...
JVMIX vs. VETAX commentary
Sep 22, 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 VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. VETAX (19.3B). VETAX pays higher dividends than JVMIX: VETAX (1.05) vs JVMIX (0.84). JVMIX was incepted earlier than VETAX: JVMIX (27 years) vs VETAX (24 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. VETAX (28.00). VETAX has a lower initial minimum investment than JVMIX: VETAX (2500) vs JVMIX (250000). JVMIX (19.46) and VETAX (19.46) have marching annual gain over last year. JVMIX return over 5 years is better than : 44.34 vs. VETAX (39.22).
| JVMIX | VETAX | JVMIX / VETAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 11.144 | 13.937 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 19.3B | 121% |
| Annual Yield % from dividends | 0.84 | 1.05 | 81% |
| Returns for 1 year | 19.46 | 19.46 | 100% |
| Returns for 3 years | 13.73 | 11.79 | 116% |
| Returns for 5 years | 44.34 | 39.22 | 113% |
| Returns for 10 years | 64.87 | 60.14 | 108% |