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DFVEX vs JVMIX
DFVEX vs JVMIX Comparison
Open Charts DFVEX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
DFVEX vs JVMIX Comparison Chart in %
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DFVEX vs. JVMIX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. DFVEX (5.17B). DFVEX pays higher dividends than JVMIX: DFVEX (1.15) vs JVMIX (0.72). DFVEX was incepted earlier than JVMIX: DFVEX (20 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than DFVEX (0.24). JVMIX is a more actively managed with annual turnover of: 49.00 vs. DFVEX (9.00). 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 : 16.60 vs. JVMIX (4.96). DFVEX return over 5 years is better than : 52.01 vs. JVMIX (23.04).
| DFVEX | JVMIX | DFVEX / JVMIX | |
| Total Expense Ratio | 0.24 | 0.85 | 28% |
| Annual Report Gross Expense Ratio | 0.24 | 0.86 | 28% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 4.192 | 5.206 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17B | 24.7B | 21% |
| Annual Yield % from dividends | 1.15 | 0.72 | 159% |
| Returns for 1 year | 16.60 | 4.96 | 335% |
| Returns for 3 years | 42.25 | 11.72 | 360% |
| Returns for 5 years | 52.01 | 23.04 | 226% |
| Returns for 10 years | 149.66 | 78.79 | 190% |
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