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JVMRX vs VETAX
JVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAX
JHancock Disciplined Value Mid Cap R6
Price$28.70
Change-$0.47 (-1.61%)
VolumeN/A
Net Assets22.6B
Victory Sycamore Established Value A
Price$45.84
Change-$0.75 (-1.61%)
VolumeN/A
Net Assets17.69B
JVMRX vs VETAX Comparison Chart in %
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JVMRX vs. VETAX commentary
Jul 16, 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: 22.6B vs. VETAX (17.7B). VETAX (0.88) and JVMRX (0.88) 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: 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 : 0.21 vs. VETAX (-5.27). JVMRX return over 5 years is better than : 58.25 vs. VETAX (42.01).
| 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 | 8.278 | 1.928 | 429% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 17.7B | 128% |
| Annual Yield % from dividends | 0.88 | 0.88 | 99% |
| Returns for 1 year | 0.21 | -5.27 | -4% |
| Returns for 3 years | 24.51 | 9.06 | 270% |
| Returns for 5 years | 58.25 | 42.01 | 139% |
| Returns for 10 years | 47.21 | 45.73 | 103% |
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