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JVMTX vs VETAX
JVMTX vs VETAX Comparison
Open Charts JVMTX vs VETAX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value A
Price$52.15
Change-$0.41 (-0.78%)
VolumeN/A
CapitalizationN/A
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JVMTX vs VETAX Comparison Chart
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JVMTX vs. VETAX commentary
Sep 22, 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: 23.3B vs. VETAX (19.3B). VETAX pays higher dividends than JVMTX: VETAX (1.05) vs JVMTX (0.73). JVMTX was incepted earlier than VETAX: JVMTX (11 years) vs VETAX (24 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). VETAX (19.46) and JVMTX (19.27) have marching annual gain over last year. JVMTX return over 5 years is better than : 43.64 vs. VETAX (39.22).
| JVMTX | VETAX | JVMTX / VETAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 11.010 | 13.937 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 19.3B | 121% |
| Annual Yield % from dividends | 0.73 | 1.05 | 70% |
| Returns for 1 year | 19.27 | 19.46 | 99% |
| Returns for 3 years | 13.38 | 11.79 | 113% |
| Returns for 5 years | 43.64 | 39.22 | 111% |
| Returns for 10 years | 63.34 | 60.14 | 105% |
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