Interact to see
Advertisement
Advertisement
JVMTX vs VETAX
JVMTX vs VETAX Comparison
Open Charts JVMTX vs VETAX
JHancock Disciplined Value Mid Cap R4
Price$27.57
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
JVMTX vs VETAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX 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 JVMTX is a StrongBuy and VETAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. VETAX (17.1B). VETAX pays higher dividends than JVMTX: VETAX (0.90) vs JVMTX (0.67). 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 : -3.01 vs. VETAX (-6.73). JVMTX return over 5 years is better than : 51.48 vs. VETAX (39.04).
| 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 | 2.453 | -2.585 | -95% |
| 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 | 0.67 | 0.90 | 75% |
| Returns for 1 year | -3.01 | -6.73 | 45% |
| Returns for 3 years | 16.50 | 3.88 | 425% |
| Returns for 5 years | 51.48 | 39.04 | 132% |
| Returns for 10 years | 35.66 | 38.74 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BOXX | 112.45 | 0.02 | +0.02% |
| Alpha Architect 1-3 Month Box ETF | |||
| COAL | 17.28 | -0.08 | -0.47% |
| Range Global Coal ETF | |||
| XSEP | 40.00 | -0.20 | -0.50% |
| FT Vest U.S. Eq Enh & ModBufETF-Sep | |||
| FXH | 101.99 | -0.91 | -0.88% |
| First Trust Health Care AlphaDEX® ETF | |||
| FDG | 103.04 | -1.78 | -1.70% |
| American Century Foc Dynmc Gr ETF | |||