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DFVEX vs JVMIX
DFVEX vs JVMIX Comparison
Open Charts DFVEX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
DFVEX vs JVMIX Comparison Chart
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DFVEX vs. JVMIX commentary
Jun 15, 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: 21.5B vs. DFVEX (4.58B). DFVEX pays higher dividends than JVMIX: DFVEX (1.30) vs JVMIX (0.80). DFVEX was incepted earlier than JVMIX: DFVEX (19 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 : 7.93 vs. JVMIX (-2.87). DFVEX return over 5 years is better than : 78.17 vs. JVMIX (52.19).
| DFVEX | JVMIX | DFVEX / JVMIX | |
| Total Expense Ratio | 0.24 | 0.87 | 28% |
| Annual Report Gross Expense Ratio | 0.24 | 0.88 | 27% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -0.624 | 2.486 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 21.5B | 21% |
| Annual Yield % from dividends | 1.30 | 0.80 | 162% |
| Returns for 1 year | 7.93 | -2.87 | -277% |
| Returns for 3 years | 31.89 | 16.82 | 190% |
| Returns for 5 years | 78.17 | 52.19 | 150% |
| Returns for 10 years | 63.83 | 36.89 | 173% |
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