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JVMRX vs VASVX
JVMRX vs VASVX Comparison
Open Charts JVMRX vs VASVX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Vanguard Selected Value I
Price$27.73
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets6.61B
JVMRX vs VASVX Comparison Chart
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JVMRX vs. VASVX commentary
Jan 19, 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 JVMRX is a Hold and VASVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. VASVX (6.61B). VASVX pays higher dividends than JVMRX: VASVX (1.49) vs JVMRX (0.93). JVMRX was incepted earlier than VASVX: JVMRX (13 years) vs VASVX (29 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. VASVX (27.00). VASVX has a lower initial minimum investment than JVMRX: VASVX (3000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 5.82 vs. VASVX (-1.63). JVMRX return over 5 years is better than : 26.86 vs. VASVX (1.28).
| JVMRX | VASVX | JVMRX / VASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 3.786 | 2.476 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 6.61B | 349% |
| Annual Yield % from dividends | 0.93 | 1.49 | 63% |
| Returns for 1 year | 5.82 | -1.63 | -356% |
| Returns for 3 years | 1.65 | -11.04 | -15% |
| Returns for 5 years | 26.86 | 1.28 | 2,101% |
| Returns for 10 years | 49.19 | 0.85 | 5,766% |
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