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JVMTX vs VETAX
JVMTX vs VETAX Comparison
Open Charts JVMTX vs VETAX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value A
Price$52.30
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
JVMTX vs VETAX Comparison Chart
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JVMTX vs. VETAX commentary
Nov 18, 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 Buy and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. VETAX (19.2B). VETAX pays higher dividends than JVMTX: VETAX (1.05) vs JVMTX (0.73). JVMTX was incepted earlier than VETAX: JVMTX (11 years) vs VETAX (25 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. VETAX (28.00). JVMTX has a lower initial minimum investment than VETAX: JVMTX (0) vs VETAX (2500). JVMTX annual gain was more profitable for investors over the last year : 21.44 vs. VETAX (17.38). JVMTX return over 5 years is better than : 44.38 vs. VETAX (34.16).
| JVMTX | VETAX | JVMTX / VETAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 14.484 | 13.540 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 19.2B | 124% |
| Annual Yield % from dividends | 0.73 | 1.05 | 70% |
| Returns for 1 year | 21.44 | 17.38 | 123% |
| Returns for 3 years | 7.23 | 2.09 | 346% |
| Returns for 5 years | 44.38 | 34.16 | 130% |
| Returns for 10 years | 60.91 | 52.76 | 115% |
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