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JVMRX vs VMFVX
JVMRX vs VMFVX Comparison
Open Charts JVMRX vs VMFVX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Mid-Cap 400 Value Idx I
Price$381.31
Change-$3.11 (-0.81%)
VolumeN/A
CapitalizationN/A
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JVMRX vs VMFVX Comparison Chart
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JVMRX vs. VMFVX 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 VMFVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. VMFVX (1.04B). VMFVX pays higher dividends than JVMRX: VMFVX (1.53) vs JVMRX (0.93). JVMRX was incepted earlier than VMFVX: JVMRX (13 years) vs VMFVX (14 years). VMFVX (43.00) and JVMRX (41.00) have comparable annual turnover. JVMRX has a lower initial minimum investment than VMFVX: JVMRX (1000000) vs VMFVX (5000000). VMFVX annual gain was more profitable for investors over the last year : 22.09 vs. JVMRX (19.58). VMFVX return over 5 years is better than : 56.33 vs. JVMRX (44.82).
| JVMRX | VMFVX | JVMRX / VMFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 11.221 | 9.058 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.04B | 2,244% |
| Annual Yield % from dividends | 0.93 | 1.53 | 61% |
| Returns for 1 year | 19.58 | 22.09 | 89% |
| Returns for 3 years | 13.96 | 22.42 | 62% |
| Returns for 5 years | 44.82 | 56.33 | 80% |
| Returns for 10 years | 65.88 | 112.69 | 58% |
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