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JVMSX vs VETAX
JVMSX vs VETAX Comparison
Open Charts JVMSX vs VETAX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
Victory Sycamore Established Value A
Price$45.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.83B
JVMSX vs VETAX Comparison Chart in %
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JVMSX vs. VETAX commentary
Dec 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 JVMSX is a Hold and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. VETAX (15.8B). VETAX pays higher dividends than JVMSX: VETAX (0.82) vs JVMSX (0.40). JVMSX was incepted earlier than VETAX: JVMSX (14 years) vs VETAX (26 years). JVMSX (1.25) is less costly to investors than VETAX (0.89). JVMSX is a more actively managed with annual turnover of: 49.00 vs. VETAX (45.00). 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 : 2.33 vs. VETAX (-1.15). JVMSX return over 5 years is better than : 22.07 vs. VETAX (18.80).
| JVMSX | VETAX | JVMSX / VETAX | |
| Total Expense Ratio | 1.24 | 0.89 | 139% |
| Annual Report Gross Expense Ratio | 1.25 | 0.89 | 140% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 3.357 | -0.135 | -2,483% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 15.8B | 151% |
| Annual Yield % from dividends | 0.40 | 0.82 | 48% |
| Returns for 1 year | 2.33 | -1.15 | -203% |
| Returns for 3 years | 15.34 | 4.68 | 328% |
| Returns for 5 years | 22.07 | 18.80 | 117% |
| Returns for 10 years | 47.11 | 46.79 | 101% |
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