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JVMRX vs VEVYX
JVMRX vs VEVYX Comparison
Open Charts JVMRX vs VEVYX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$52.21
Change-$0.41 (-0.78%)
VolumeN/A
CapitalizationN/A
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JVMRX vs VEVYX Comparison Chart
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JVMRX vs. VEVYX commentary
Sep 21, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. VEVYX (19.5B). VEVYX pays higher dividends than JVMRX: VEVYX (1.26) vs JVMRX (0.93). JVMRX was incepted earlier than VEVYX: JVMRX (13 years) vs VEVYX (12 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. VEVYX (28.00). JVMRX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. VEVYX (19.73) and JVMRX (19.58) have marching annual gain over last year. JVMRX return over 5 years is better than : 44.82 vs. VEVYX (40.78).
| JVMRX | VEVYX | JVMRX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 11.221 | 14.135 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 19.5B | 120% |
| Annual Yield % from dividends | 0.93 | 1.26 | 74% |
| Returns for 1 year | 19.58 | 19.73 | 99% |
| Returns for 3 years | 13.96 | 12.66 | 110% |
| Returns for 5 years | 44.82 | 40.78 | 110% |
| Returns for 10 years | 65.88 | 63.98 | 103% |
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