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JVMIX vs VETAX
JVMIX vs VETAX Comparison
Open Charts JVMIX vs VETAX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Victory Sycamore Established Value A
Price$46.63
Change+$0.26 (+0.56%)
VolumeN/A
Net Assets17.76B
JVMIX vs VETAX Comparison Chart in %
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JVMIX vs. VETAX 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 JVMIX is a StrongBuy and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. VETAX (17.8B). VETAX pays higher dividends than JVMIX: VETAX (0.88) vs JVMIX (0.78). JVMIX was incepted earlier than VETAX: JVMIX (28 years) vs VETAX (25 years). VETAX (0.90) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 47.00 vs. VETAX (34.00). VETAX has a lower initial minimum investment than JVMIX: VETAX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. VETAX (-1.84). JVMIX return over 5 years is better than : 62.76 vs. VETAX (46.65).
| JVMIX | VETAX | JVMIX / VETAX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.90 | 98% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 8.423 | 2.016 | 418% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 17.8B | 127% |
| Annual Yield % from dividends | 0.78 | 0.88 | 88% |
| Returns for 1 year | 3.45 | -1.84 | -187% |
| Returns for 3 years | 23.84 | 8.52 | 280% |
| Returns for 5 years | 62.76 | 46.65 | 135% |
| Returns for 10 years | 48.34 | 46.95 | 103% |
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