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JVMTX vs VMFVX
JVMTX vs VMFVX Comparison
Open Charts JVMTX vs VMFVX
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Mid-Cap 400 Value Idx I
Price$415.19
Change+$6.72 (+1.65%)
VolumeN/A
CapitalizationN/A
JVMTX vs VMFVX Comparison Chart
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JVMTX vs. VMFVX commentary
Nov 23, 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 VMFVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. VMFVX (1.04B). VMFVX pays higher dividends than JVMTX: VMFVX (1.53) vs JVMTX (0.73). JVMTX was incepted earlier than VMFVX: JVMTX (11 years) vs VMFVX (14 years). VMFVX (43.00) and JVMTX (41.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than VMFVX: JVMTX (0) vs VMFVX (5000000). VMFVX annual gain was more profitable for investors over the last year : 27.88 vs. JVMTX (21.93). VMFVX return over 5 years is better than : 62.40 vs. JVMTX (47.50).
| JVMTX | VMFVX | JVMTX / VMFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 16.533 | 16.826 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.04B | 2,320% |
| Annual Yield % from dividends | 0.73 | 1.53 | 48% |
| Returns for 1 year | 21.93 | 27.88 | 79% |
| Returns for 3 years | 10.80 | 18.20 | 59% |
| Returns for 5 years | 47.50 | 62.40 | 76% |
| Returns for 10 years | 62.18 | 117.81 | 53% |
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