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JVMRX vs VEVIX
JVMRX vs VEVIX Comparison
Open Charts JVMRX vs VEVIX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Victory Sycamore Established Value I
Price$44.27
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
JVMRX vs VEVIX Comparison Chart
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JVMRX vs. VEVIX commentary
May 09, 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 VEVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. VEVIX (17B). VEVIX pays higher dividends than JVMRX: VEVIX (1.23) vs JVMRX (0.96). 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). JVMRX annual gain was more profitable for investors over the last year : -7.91 vs. VEVIX (-9.13). JVMRX return over 5 years is better than : 53.53 vs. VEVIX (46.50).
| 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 | -2.227 | -4.051 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 17B | 121% |
| Annual Yield % from dividends | 0.96 | 1.23 | 78% |
| Returns for 1 year | -7.91 | -9.13 | 87% |
| Returns for 3 years | 5.83 | -1.98 | -294% |
| Returns for 5 years | 53.53 | 46.50 | 115% |
| Returns for 10 years | 31.98 | 41.15 | 78% |
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