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JVMRX vs VETAX
JVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Victory Sycamore Established Value A
Price$43.02
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
JVMRX vs VETAX Comparison Chart
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JVMRX vs. VETAX commentary
Apr 04, 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 Hold and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. VETAX (17.6B). JVMRX (0.94) and VETAX (0.90) have matching dividends . JVMRX was incepted earlier than VETAX: JVMRX (14 years) vs VETAX (25 years). VETAX (0.90) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. VETAX (34.00). VETAX has a lower initial minimum investment than JVMRX: VETAX (2500) vs JVMRX (1000000). JVMRX (-7.83) and VETAX (-8.14) have marching annual gain over last year. JVMRX return over 5 years is better than : 90.92 vs. VETAX (81.62).
| JVMRX | VETAX | JVMRX / VETAX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.76 | 0.90 | 84% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -0.037 | -1.277 | 3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 17.6B | 122% |
| Annual Yield % from dividends | 0.94 | 0.90 | 105% |
| Returns for 1 year | -7.83 | -8.14 | 96% |
| Returns for 3 years | -0.32 | -5.46 | 6% |
| Returns for 5 years | 90.92 | 81.62 | 111% |
| Returns for 10 years | 34.80 | 40.25 | 86% |
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