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JVMRX vs VASVX
JVMRX vs VASVX Comparison
Open Charts JVMRX vs VASVX
JHancock Disciplined Value Mid Cap R6
Price$25.21
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets19.68B
Vanguard Selected Value I
Price$25.09
Change+$0.26 (+1.05%)
VolumeN/A
Net Assets6.24B
JVMRX vs VASVX Comparison Chart
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JVMRX 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 JVMRX is a Buy and VASVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. VASVX (6.24B). VASVX pays higher dividends than JVMRX: VASVX (1.78) vs JVMRX (0.94). JVMRX was incepted earlier than VASVX: JVMRX (14 years) vs VASVX (29 years). JVMRX (0.76) is less costly to investors than VASVX (0.42). JVMRX is a more actively managed with annual turnover of: 47.00 vs. VASVX (32.00). 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 : -11.53 vs. VASVX (-15.69). JVMRX return over 5 years is better than : 53.14 vs. VASVX (36.88).
| JVMRX | VASVX | JVMRX / VASVX | |
| Total Expense Ratio | 0.75 | 0.42 | 179% |
| Annual Report Gross Expense Ratio | 0.76 | 0.42 | 181% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -7.238 | -8.241 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 6.24B | 316% |
| Annual Yield % from dividends | 0.94 | 1.78 | 53% |
| Returns for 1 year | -11.53 | -15.69 | 73% |
| Returns for 3 years | -4.95 | -16.40 | 30% |
| Returns for 5 years | 53.14 | 36.88 | 144% |
| Returns for 10 years | 24.91 | -15.41 | -162% |
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