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DFVEX vs JVMSX
DFVEX vs JVMSX Comparison
Open Charts DFVEX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
DFVEX vs JVMSX Comparison Chart in %
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DFVEX vs. JVMSX commentary
Dec 27, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. DFVEX (5.09B). DFVEX pays higher dividends than JVMSX: DFVEX (1.18) vs JVMSX (0.40). DFVEX was incepted earlier than JVMSX: DFVEX (20 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than DFVEX (0.24). JVMSX is a more actively managed with annual turnover of: 49.00 vs. DFVEX (11.00). DFVEX (0) and JVMSX (0) have matching initial minimum investment requirements. DFVEX annual gain was more profitable for investors over the last year : 13.61 vs. JVMSX (2.29). DFVEX return over 5 years is better than : 59.24 vs. JVMSX (22.25).
| DFVEX | JVMSX | DFVEX / JVMSX | |
| Total Expense Ratio | 0.24 | 1.24 | 19% |
| Annual Report Gross Expense Ratio | 0.24 | 1.25 | 19% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 15.395 | 3.506 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 23.9B | 21% |
| Annual Yield % from dividends | 1.18 | 0.40 | 298% |
| Returns for 1 year | 13.61 | 2.29 | 595% |
| Returns for 3 years | 51.93 | 15.22 | 341% |
| Returns for 5 years | 59.24 | 22.25 | 266% |
| Returns for 10 years | 115.06 | 46.26 | 249% |
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