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DFVEX vs JVMTX
DFVEX vs JVMTX Comparison
Open Charts DFVEX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
DFVEX vs JVMTX Comparison Chart in %
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DFVEX vs. JVMTX commentary
Sep 09, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. DFVEX (5.01B). DFVEX pays higher dividends than JVMTX: DFVEX (1.19) vs JVMTX (0.62). DFVEX was incepted earlier than JVMTX: DFVEX (20 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than DFVEX (0.24). JVMTX is a more actively managed with annual turnover of: 49.00 vs. DFVEX (11.00). DFVEX (0) and JVMTX (0) have matching initial minimum investment requirements. DFVEX annual gain was more profitable for investors over the last year : 15.49 vs. JVMTX (2.74). DFVEX return over 5 years is better than : 80.00 vs. JVMTX (54.13).
| DFVEX | JVMTX | DFVEX / JVMTX | |
| Total Expense Ratio | 0.24 | 0.99 | 24% |
| Annual Report Gross Expense Ratio | 0.24 | 1.10 | 22% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 9.377 | 11.891 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 24.4B | 21% |
| Annual Yield % from dividends | 1.19 | 0.62 | 192% |
| Returns for 1 year | 15.49 | 2.74 | 566% |
| Returns for 3 years | 42.74 | 24.58 | 174% |
| Returns for 5 years | 80.00 | 54.13 | 148% |
| Returns for 10 years | 95.83 | 57.10 | 168% |
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