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EIPDX vs JVMIX
EIPDX vs JVMIX Comparison
Open Charts EIPDX vs JVMIX
Parametric Dividend Income I
Price$15.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.33M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
EIPDX vs JVMIX Comparison Chart in %
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EIPDX vs. JVMIX commentary
Jul 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 EIPDX is a StrongBuy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. EIPDX (15.3M). EIPDX pays higher dividends than JVMIX: EIPDX (2.81) vs JVMIX (0.78). EIPDX was incepted earlier than JVMIX: EIPDX (11 years) vs JVMIX (28 years). EIPDX (0.88) and JVMIX (0.88) have similar cost to investors . EIPDX is a more actively managed with annual turnover of: 53.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than EIPDX: JVMIX (250000) vs EIPDX (1000000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. EIPDX (-4.61). JVMIX return over 5 years is better than : 58.07 vs. EIPDX (49.83).
| EIPDX | JVMIX | EIPDX / JVMIX | |
| Total Expense Ratio | 0.41 | 0.87 | 47% |
| Annual Report Gross Expense Ratio | 0.88 | 0.88 | 100% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 1.969 | 9.314 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 23.1B | 0% |
| Annual Yield % from dividends | 2.81 | 0.78 | 362% |
| Returns for 1 year | -4.61 | 1.20 | -383% |
| Returns for 3 years | 10.67 | 21.47 | 50% |
| Returns for 5 years | 49.83 | 58.07 | 86% |
| Returns for 10 years | 76.97 | 50.28 | 153% |
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