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JVMTX vs VASVX
JVMTX vs VASVX Comparison
Open Charts JVMTX vs VASVX
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
Vanguard Selected Value I
Price$26.83
Change-$4.92 (-15.50%)
VolumeN/A
CapitalizationN/A
JVMTX vs VASVX Comparison Chart
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JVMTX vs. VASVX commentary
Dec 19, 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 JVMTX is a Hold and VASVX is a Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. VASVX (7.33B). VASVX pays higher dividends than JVMTX: VASVX (1.49) vs JVMTX (0.73). JVMTX was incepted earlier than VASVX: JVMTX (11 years) vs VASVX (29 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. VASVX (27.00). JVMTX has a lower initial minimum investment than VASVX: JVMTX (0) vs VASVX (3000). JVMTX annual gain was more profitable for investors over the last year : 9.87 vs. VASVX (-6.71). JVMTX return over 5 years is better than : 36.13 vs. VASVX (-0.70).
| JVMTX | VASVX | JVMTX / VASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 9.510 | -7.163 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 7.33B | 319% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 9.87 | -6.71 | -147% |
| Returns for 3 years | 13.80 | -15.52 | -89% |
| Returns for 5 years | 36.13 | -0.70 | -5,138% |
| Returns for 10 years | 54.52 | -5.34 | -1,020% |
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