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JVMRX vs VETAX
JVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Victory Sycamore Established Value A
Price$47.03
Change-$0.18 (-0.38%)
VolumeN/A
Net Assets17.46B
JVMRX vs VETAX Comparison Chart in %
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JVMRX vs. VETAX commentary
Aug 30, 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 VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. VETAX (17.5B). VETAX (0.87) and JVMRX (0.86) 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 (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. VETAX (34.00). 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 : 0.90 vs. VETAX (-7.15). JVMRX return over 5 years is better than : 53.09 vs. VETAX (35.83).
| JVMRX | VETAX | JVMRX / VETAX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.75 | 0.90 | 83% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.507 | 3.284 | 350% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 17.5B | 137% |
| Annual Yield % from dividends | 0.86 | 0.87 | 99% |
| Returns for 1 year | 0.90 | -7.15 | -13% |
| Returns for 3 years | 20.98 | 3.86 | 544% |
| Returns for 5 years | 53.09 | 35.83 | 148% |
| Returns for 10 years | 58.84 | 52.76 | 112% |
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