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JVMTX vs VEVIX
JVMTX vs VEVIX Comparison
Open Charts JVMTX vs VEVIX
JHancock Disciplined Value Mid Cap R4
Price$24.85
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Victory Sycamore Established Value I
Price$42.03
Change+$0.36 (+0.86%)
VolumeN/A
Net Assets16.15B
JVMTX vs VEVIX Comparison Chart
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JVMTX vs. VEVIX commentary
Apr 18, 2025
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 StrongBuy and VEVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.4B vs. VEVIX (16.1B). VEVIX pays higher dividends than JVMTX: VEVIX (1.19) vs JVMTX (0.69). JVMTX was incepted earlier than VEVIX: JVMTX (12 years) vs VEVIX (15 years). JVMTX (1.11) is less costly to investors than VEVIX (0.58). JVMTX is a more actively managed with annual turnover of: 47.00 vs. VEVIX (34.00). JVMTX has a lower initial minimum investment than VEVIX: JVMTX (0) vs VEVIX (2000000). VEVIX (-10.70) and JVMTX (-11.18) have marching annual gain over last year. JVMTX (47.87) and VEVIX (45.78) have equivalent 5 years return.
| JVMTX | VEVIX | JVMTX / VEVIX | |
| Total Expense Ratio | 1.00 | 0.58 | 172% |
| Annual Report Gross Expense Ratio | 1.11 | 0.58 | 191% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | -8.510 | -9.132 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 16.1B | 120% |
| Annual Yield % from dividends | 0.69 | 1.19 | 58% |
| Returns for 1 year | -11.18 | -10.70 | 104% |
| Returns for 3 years | -8.03 | -11.80 | 68% |
| Returns for 5 years | 47.87 | 45.78 | 105% |
| Returns for 10 years | 22.01 | 33.79 | 65% |
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