Ad is loading...
Ad is loading...
JVMRX vs VETAX
JVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAX
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value A
Price$52.30
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
JVMRX vs VETAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. VETAX commentary
Nov 17, 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 VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. VETAX (19.2B). VETAX pays higher dividends than JVMRX: VETAX (1.05) vs JVMRX (0.93). JVMRX was incepted earlier than VETAX: JVMRX (13 years) vs VETAX (25 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. VETAX (28.00). VETAX has a lower initial minimum investment than JVMRX: VETAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 21.74 vs. VETAX (17.38). JVMRX return over 5 years is better than : 45.54 vs. VETAX (34.16).
| JVMRX | VETAX | JVMRX / VETAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 14.730 | 13.540 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 19.2B | 124% |
| Annual Yield % from dividends | 0.93 | 1.05 | 89% |
| Returns for 1 year | 21.74 | 17.38 | 125% |
| Returns for 3 years | 7.78 | 2.09 | 373% |
| Returns for 5 years | 45.54 | 34.16 | 133% |
| Returns for 10 years | 63.39 | 52.76 | 120% |
View a ticker or compare two or three
VS
VS
Ad is loading...