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DFVEX vs JVMRX
DFVEX vs JVMRX Comparison
Open Charts DFVEX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
DFVEX vs JVMRX Comparison Chart in %
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DFVEX vs. JVMRX commentary
Sep 29, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. DFVEX (5.02B). DFVEX pays higher dividends than JVMRX: DFVEX (1.19) vs JVMRX (0.84). DFVEX was incepted earlier than JVMRX: DFVEX (20 years) vs JVMRX (14 years). JVMRX (0.75) is less costly to investors than DFVEX (0.24). JVMRX is a more actively managed with annual turnover of: 49.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMRX: DFVEX (0) vs JVMRX (1000000). DFVEX annual gain was more profitable for investors over the last year : 12.41 vs. JVMRX (-0.78). DFVEX return over 5 years is better than : 91.54 vs. JVMRX (62.54).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | 0.24 | 0.74 | 32% |
| Annual Report Gross Expense Ratio | 0.24 | 0.75 | 32% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 10.667 | 11.804 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 24.2B | 21% |
| Annual Yield % from dividends | 1.19 | 0.84 | 141% |
| Returns for 1 year | 12.41 | -0.78 | -1,595% |
| Returns for 3 years | 55.86 | 35.31 | 158% |
| Returns for 5 years | 91.54 | 62.54 | 146% |
| Returns for 10 years | 110.68 | 66.11 | 167% |
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