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DHPIX vs JVMTX
DHPIX vs JVMTX Comparison
Open Charts DHPIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
DHPIX vs JVMTX Comparison Chart in %
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DHPIX vs. JVMTX commentary
Jul 07, 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 DHPIX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. DHPIX (80M). DHPIX pays higher dividends than JVMTX: DHPIX (1.09) vs JVMTX (0.65). DHPIX was incepted earlier than JVMTX: DHPIX (12 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than DHPIX (0.77). JVMTX is a more actively managed with annual turnover of: 47.00 vs. DHPIX (19.00). JVMTX has a lower initial minimum investment than DHPIX: JVMTX (0) vs DHPIX (2500). DHPIX annual gain was more profitable for investors over the last year : 5.80 vs. JVMTX (3.31). DHPIX return over 5 years is better than : 69.05 vs. JVMTX (61.96).
| DHPIX | JVMTX | DHPIX / JVMTX | |
| Total Expense Ratio | 0.77 | 1.00 | 77% |
| Annual Report Gross Expense Ratio | 0.77 | 1.11 | 69% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 7.035 | 8.361 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80M | 22.6B | 0% |
| Annual Yield % from dividends | 1.09 | 0.65 | 168% |
| Returns for 1 year | 5.80 | 3.31 | 175% |
| Returns for 3 years | 18.06 | 23.47 | 77% |
| Returns for 5 years | 69.05 | 61.96 | 111% |
| Returns for 10 years | 71.75 | 46.97 | 153% |
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