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JVMRX vs VASVX
JVMRX vs VASVX Comparison
Open Charts JVMRX vs VASVX
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Selected Value I
Price$32.12
Change-$0.22 (-0.68%)
VolumeN/A
CapitalizationN/A
JVMRX vs VASVX Comparison Chart
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JVMRX vs. VASVX commentary
Nov 18, 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 JVMRX is a Buy and VASVX is a Sell.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. VASVX (6.95B). 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 : 21.74 vs. VASVX (14.80). JVMRX return over 5 years is better than : 45.54 vs. VASVX (13.32).
| 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 | 14.730 | 11.142 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 6.95B | 343% |
| Annual Yield % from dividends | 0.93 | 1.49 | 63% |
| Returns for 1 year | 21.74 | 14.80 | 147% |
| Returns for 3 years | 7.78 | -3.69 | -211% |
| Returns for 5 years | 45.54 | 13.32 | 342% |
| Returns for 10 years | 63.39 | 9.43 | 672% |
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