JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.85B
VETAX
Price
$45.91
Change
+$0.15 (+0.33%)
Updated
Oct 17 closing price
Net Assets
16.58B
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JVMRX vs VETAX

Header iconJVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Victory Sycamore Established Value A
Price$45.91
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
JVMRX vs VETAX Comparison Chart in %
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JVMRX vs. VETAX commentary
Oct 19, 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 JVMRX is a Hold and VETAX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. VETAX (16.6B). JVMRX (0.84) and VETAX (0.82) have matching dividends . JVMRX was incepted earlier than VETAX: JVMRX (14 years) vs VETAX (25 years). VETAX (0.90) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. VETAX (34.00). VETAX has a lower initial minimum investment than JVMRX: VETAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. VETAX (-12.47). JVMRX return over 5 years is better than : 47.93 vs. VETAX (30.25).
JVMRXVETAXJVMRX / VETAX
Total Expense Ratio0.740.9082%
Annual Report Gross Expense Ratio0.750.9083%
Fund Existence14 years25 years-
Gain YTD9.8370.5661,739%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B16.6B144%
Annual Yield % from dividends0.840.82101%
Returns for 1 year-4.79-12.4738%
Returns for 3 years25.626.33405%
Returns for 5 years47.9330.25158%
Returns for 10 years52.4044.64117%
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