Interact to see
Advertisement
Advertisement
JVMRX vs VASVX
JVMRX vs VASVX Comparison
Open Charts JVMRX vs VASVX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
Vanguard Selected Value I
Price$26.61
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets5.96B
JVMRX vs VASVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. VASVX commentary
May 23, 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: 21.3B vs. VASVX (5.96B). VASVX pays higher dividends than JVMRX: VASVX (1.84) vs JVMRX (0.96). 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 : -5.76 vs. VASVX (-11.52). JVMRX return over 5 years is better than : 59.16 vs. VASVX (36.73).
| 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 | 1.299 | -1.774 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 5.96B | 357% |
| Annual Yield % from dividends | 0.96 | 1.84 | 52% |
| Returns for 1 year | -5.76 | -11.52 | 50% |
| Returns for 3 years | 9.17 | -7.26 | -126% |
| Returns for 5 years | 59.16 | 36.73 | 161% |
| Returns for 10 years | 34.68 | -10.82 | -321% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement