Interact to see
Advertisement
Advertisement
JVMTX vs VETAX
JVMTX vs VETAX Comparison
Open Charts JVMTX vs VETAX
JHancock Disciplined Value Mid Cap R4
Price$28.94
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets22.61B
Victory Sycamore Established Value A
Price$46.63
Change+$0.26 (+0.56%)
VolumeN/A
Net Assets17.76B
JVMTX vs VETAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. VETAX commentary
Jul 08, 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 JVMTX is a StrongBuy and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. VETAX (17.8B). VETAX pays higher dividends than JVMTX: VETAX (0.88) vs JVMTX (0.65). JVMTX was incepted earlier than VETAX: JVMTX (12 years) vs VETAX (25 years). JVMTX (1.11) is less costly to investors than VETAX (0.90). JVMTX is a more actively managed with annual turnover of: 47.00 vs. VETAX (34.00). JVMTX has a lower initial minimum investment than VETAX: JVMTX (0) vs VETAX (2500). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. VETAX (-1.84). JVMTX return over 5 years is better than : 61.96 vs. VETAX (46.65).
| JVMTX | VETAX | JVMTX / VETAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 0.90 | 123% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.361 | 2.016 | 415% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 17.8B | 127% |
| Annual Yield % from dividends | 0.65 | 0.88 | 73% |
| Returns for 1 year | 3.31 | -1.84 | -180% |
| Returns for 3 years | 23.47 | 8.52 | 276% |
| Returns for 5 years | 61.96 | 46.65 | 133% |
| Returns for 10 years | 46.97 | 46.95 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers