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JVMRX vs VETAX
JVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Victory Sycamore Established Value A
Price$46.47
Change-$0.89 (-1.88%)
VolumeN/A
Net Assets18.19B
JVMRX vs VETAX Comparison Chart
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JVMRX vs. VETAX commentary
Feb 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 StrongBuy and VETAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. VETAX (18.2B). 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 : -1.71 vs. VETAX (-2.09). JVMRX return over 5 years is better than : 25.72 vs. VETAX (21.98).
| 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 | 2.079 | 1.176 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 18.2B | 124% |
| Annual Yield % from dividends | 0.93 | 1.05 | 89% |
| Returns for 1 year | -1.71 | -2.09 | 82% |
| Returns for 3 years | 4.02 | -0.23 | -1,782% |
| Returns for 5 years | 25.72 | 21.98 | 117% |
| Returns for 10 years | 38.31 | 44.44 | 86% |
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