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JVMIX vs VETAX
JVMIX vs VETAX Comparison
Open Charts JVMIX vs VETAX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Victory Sycamore Established Value A
Price$48.03
Change+$1.73 (+3.74%)
VolumeN/A
Net Assets16.2B
JVMIX vs VETAX Comparison Chart in %
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JVMIX vs. VETAX commentary
Feb 05, 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 JVMIX is a Buy and VETAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. VETAX (16.2B). JVMIX pays higher dividends than VETAX: JVMIX (0.72) vs VETAX (0.68). JVMIX was incepted earlier than VETAX: JVMIX (29 years) vs VETAX (26 years). VETAX (0.89) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. VETAX (45.00). 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 : 4.96 vs. VETAX (2.53). JVMIX return over 5 years is better than : 23.04 vs. VETAX (18.98).
| JVMIX | VETAX | JVMIX / VETAX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 5.206 | 6.733 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 16.2B | 152% |
| Annual Yield % from dividends | 0.72 | 0.68 | 107% |
| Returns for 1 year | 4.96 | 2.53 | 196% |
| Returns for 3 years | 11.72 | 2.86 | 409% |
| Returns for 5 years | 23.04 | 18.98 | 121% |
| Returns for 10 years | 78.79 | 84.05 | 94% |
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