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DFVEX vs JVMSX
DFVEX vs JVMSX Comparison
Open Charts DFVEX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
DFVEX vs JVMSX Comparison Chart in %
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DFVEX vs. JVMSX commentary
Aug 19, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. DFVEX (4.93B). DFVEX pays higher dividends than JVMSX: DFVEX (1.24) vs JVMSX (0.41). DFVEX was incepted earlier than JVMSX: DFVEX (20 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 13.01 vs. JVMSX (0.34). DFVEX return over 5 years is better than : 73.95 vs. JVMSX (48.09).
| DFVEX | JVMSX | DFVEX / JVMSX | |
| Total Expense Ratio | 0.24 | 1.25 | 19% |
| Annual Report Gross Expense Ratio | 0.24 | 1.26 | 19% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 7.351 | 8.728 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 23.6B | 21% |
| Annual Yield % from dividends | 1.24 | 0.41 | 301% |
| Returns for 1 year | 13.01 | 0.34 | 3,818% |
| Returns for 3 years | 27.87 | 10.96 | 254% |
| Returns for 5 years | 73.95 | 48.09 | 154% |
| Returns for 10 years | 82.79 | 41.60 | 199% |
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