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DFVEX vs JVMIX
DFVEX vs JVMIX Comparison
Open Charts DFVEX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
DFVEX vs JVMIX Comparison Chart in %
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DFVEX vs. JVMIX commentary
Jul 06, 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 DFVEX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. DFVEX (4.86B). DFVEX pays higher dividends than JVMIX: DFVEX (1.26) vs JVMIX (0.78). DFVEX was incepted earlier than JVMIX: DFVEX (20 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than DFVEX (0.24). JVMIX is a more actively managed with annual turnover of: 47.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMIX: DFVEX (0) vs JVMIX (250000). DFVEX annual gain was more profitable for investors over the last year : 14.06 vs. JVMIX (3.45). DFVEX return over 5 years is better than : 89.38 vs. JVMIX (62.76).
| DFVEX | JVMIX | DFVEX / JVMIX | |
| Total Expense Ratio | 0.24 | 0.87 | 28% |
| Annual Report Gross Expense Ratio | 0.24 | 0.88 | 27% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 5.362 | 8.423 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 22.6B | 22% |
| Annual Yield % from dividends | 1.26 | 0.78 | 163% |
| Returns for 1 year | 14.06 | 3.45 | 408% |
| Returns for 3 years | 41.24 | 23.84 | 173% |
| Returns for 5 years | 89.38 | 62.76 | 142% |
| Returns for 10 years | 77.39 | 48.34 | 160% |
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