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JVMRX vs VASVX
JVMRX vs VASVX Comparison
Open Charts JVMRX vs VASVX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Vanguard Selected Value I
Price$28.65
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets6.15B
JVMRX vs VASVX Comparison Chart in %
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JVMRX vs. VASVX commentary
Jul 05, 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: 22.6B vs. VASVX (6.15B). VASVX pays higher dividends than JVMRX: VASVX (1.72) vs JVMRX (0.88). 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: 49.00 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 : 3.59 vs. VASVX (-2.08). JVMRX return over 5 years is better than : 63.32 vs. VASVX (37.02).
| 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 | 8.500 | 5.876 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 6.15B | 367% |
| Annual Yield % from dividends | 0.88 | 1.72 | 51% |
| Returns for 1 year | 3.59 | -2.08 | -172% |
| Returns for 3 years | 24.14 | 7.83 | 308% |
| Returns for 5 years | 63.32 | 37.02 | 171% |
| Returns for 10 years | 49.30 | -0.95 | -5,201% |
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