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DFVEX vs JVMTX
DFVEX vs JVMTX Comparison
Open Charts DFVEX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
DFVEX vs JVMTX Comparison Chart in %
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DFVEX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. DFVEX (5.17B). DFVEX pays higher dividends than JVMTX: DFVEX (1.15) vs JVMTX (0.60). DFVEX was incepted earlier than JVMTX: DFVEX (20 years) vs JVMTX (13 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 (9.00). DFVEX (0) and JVMTX (0) have matching initial minimum investment requirements. DFVEX annual gain was more profitable for investors over the last year : 16.60 vs. JVMTX (4.79). DFVEX return over 5 years is better than : 52.01 vs. JVMTX (22.28).
| 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 | 13 years | - |
| Gain YTD | 4.192 | 5.177 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17B | 24.7B | 21% |
| Annual Yield % from dividends | 1.15 | 0.60 | 193% |
| Returns for 1 year | 16.60 | 4.79 | 346% |
| Returns for 3 years | 42.25 | 11.22 | 377% |
| Returns for 5 years | 52.01 | 22.28 | 233% |
| Returns for 10 years | 149.66 | 76.80 | 195% |
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