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JVMRX vs VEVIX
JVMRX vs VEVIX Comparison
Open Charts JVMRX vs VEVIX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value I
Price$50.34
Change-$0.51 (-1.00%)
VolumeN/A
CapitalizationN/A
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JVMRX vs VEVIX Comparison Chart
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JVMRX vs. VEVIX commentary
Sep 08, 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 StrongBuy and VEVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. VEVIX (18.6B). VEVIX pays higher dividends than JVMRX: VEVIX (1.33) vs JVMRX (0.93). JVMRX was incepted earlier than VEVIX: JVMRX (13 years) vs VEVIX (15 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. VEVIX (28.00). JVMRX has a lower initial minimum investment than VEVIX: JVMRX (1000000) vs VEVIX (2000000). JVMRX (13.59) and VEVIX (13.06) have marching annual gain over last year. JVMRX return over 5 years is better than : 42.69 vs. VEVIX (39.39).
| JVMRX | VEVIX | JVMRX / VEVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 8.114 | 10.991 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 18.6B | 120% |
| Annual Yield % from dividends | 0.93 | 1.33 | 70% |
| Returns for 1 year | 13.59 | 13.06 | 104% |
| Returns for 3 years | 6.53 | 3.44 | 190% |
| Returns for 5 years | 42.69 | 39.39 | 108% |
| Returns for 10 years | 56.21 | 56.37 | 100% |
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