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JVMSX vs VETAX
JVMSX vs VETAX Comparison
Open Charts JVMSX vs VETAX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Victory Sycamore Established Value A
Price$44.67
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.12B
JVMSX vs VETAX Comparison Chart
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JVMSX vs. VETAX commentary
Jun 16, 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 JVMSX is a StrongBuy and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. VETAX (17.1B). VETAX pays higher dividends than JVMSX: VETAX (0.90) vs JVMSX (0.43). JVMSX was incepted earlier than VETAX: JVMSX (13 years) vs VETAX (25 years). JVMSX (1.26) is less costly to investors than VETAX (0.90). JVMSX is a more actively managed with annual turnover of: 47.00 vs. VETAX (34.00). JVMSX has a lower initial minimum investment than VETAX: JVMSX (0) vs VETAX (2500). JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. VETAX (-6.73). JVMSX return over 5 years is better than : 50.13 vs. VETAX (39.04).
| JVMSX | VETAX | JVMSX / VETAX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.26 | 0.90 | 140% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 2.313 | -2.585 | -89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 17.1B | 126% |
| Annual Yield % from dividends | 0.43 | 0.90 | 48% |
| Returns for 1 year | -3.29 | -6.73 | 49% |
| Returns for 3 years | 15.80 | 3.88 | 407% |
| Returns for 5 years | 50.13 | 39.04 | 128% |
| Returns for 10 years | 33.43 | 38.74 | 86% |
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