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JVMTX vs VEVIX
JVMTX vs VEVIX Comparison
Open Charts JVMTX vs VEVIX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Victory Sycamore Established Value I
Price$44.27
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
JVMTX vs VEVIX Comparison Chart
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JVMTX vs. VEVIX commentary
May 09, 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 Buy and VEVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. VEVIX (17B). VEVIX pays higher dividends than JVMTX: VEVIX (1.23) vs JVMTX (0.71). 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). JVMTX annual gain was more profitable for investors over the last year : -8.15 vs. VEVIX (-9.13). JVMTX return over 5 years is better than : 52.25 vs. VEVIX (46.50).
| 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 | -2.304 | -4.051 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 17B | 121% |
| Annual Yield % from dividends | 0.71 | 1.23 | 58% |
| Returns for 1 year | -8.15 | -9.13 | 89% |
| Returns for 3 years | 5.30 | -1.98 | -267% |
| Returns for 5 years | 52.25 | 46.50 | 112% |
| Returns for 10 years | 29.98 | 41.15 | 73% |
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