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JVMRX vs VEVIX
JVMRX vs VEVIX Comparison
Open Charts JVMRX vs VEVIX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Victory Sycamore Established Value I
Price$42.03
Change+$0.36 (+0.86%)
VolumeN/A
Net Assets16.15B
JVMRX vs VEVIX Comparison Chart
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JVMRX vs. VEVIX commentary
Apr 18, 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 VEVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. VEVIX (16.1B). VEVIX pays higher dividends than JVMRX: VEVIX (1.19) vs JVMRX (0.94). JVMRX was incepted earlier than VEVIX: JVMRX (14 years) vs VEVIX (15 years). JVMRX (0.76) is less costly to investors than VEVIX (0.58). JVMRX is a more actively managed with annual turnover of: 47.00 vs. VEVIX (34.00). JVMRX has a lower initial minimum investment than VEVIX: JVMRX (1000000) vs VEVIX (2000000). VEVIX (-10.70) and JVMRX (-10.95) have marching annual gain over last year. JVMRX return over 5 years is better than : 49.07 vs. VEVIX (45.78).
| JVMRX | VEVIX | JVMRX / VEVIX | |
| Total Expense Ratio | 0.75 | 0.58 | 129% |
| Annual Report Gross Expense Ratio | 0.76 | 0.58 | 131% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -8.463 | -9.132 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 16.1B | 120% |
| Annual Yield % from dividends | 0.94 | 1.19 | 79% |
| Returns for 1 year | -10.95 | -10.70 | 102% |
| Returns for 3 years | -7.58 | -11.80 | 64% |
| Returns for 5 years | 49.07 | 45.78 | 107% |
| Returns for 10 years | 23.85 | 33.79 | 71% |
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