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JVMIX vs VETAX
JVMIX vs VETAX Comparison
Open Charts JVMIX vs VETAX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Victory Sycamore Established Value A
Price$47.01
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
JVMIX vs VETAX Comparison Chart in %
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JVMIX vs. VETAX 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 JVMIX is a StrongBuy and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. VETAX (17.7B). 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: 49.00 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 : 1.20 vs. VETAX (-4.26). JVMIX return over 5 years is better than : 58.07 vs. VETAX (41.57).
| 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 | 9.314 | 2.847 | 327% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 17.7B | 131% |
| Annual Yield % from dividends | 0.78 | 0.88 | 88% |
| Returns for 1 year | 1.20 | -4.26 | -28% |
| Returns for 3 years | 21.47 | 6.59 | 326% |
| Returns for 5 years | 58.07 | 41.57 | 140% |
| Returns for 10 years | 50.28 | 48.40 | 104% |
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