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FASEX vs JVMAX
FASEX vs JVMAX Comparison
Open Charts FASEX vs JVMAX
Nuveen Mid Cap Value 1 A
Price$56.67
Change+$0.27 (+0.48%)
VolumeN/A
Net Assets445.49M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
FASEX vs JVMAX Comparison Chart
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FASEX vs. JVMAX commentary
Jan 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 FASEX is a StrongBuy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. FASEX (445M). FASEX pays higher dividends than JVMAX: FASEX (0.87) vs JVMAX (0.67). FASEX was incepted earlier than JVMAX: FASEX (37 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. FASEX (28.00). JVMAX has a lower initial minimum investment than FASEX: JVMAX (1000) vs FASEX (3000). FASEX annual gain was more profitable for investors over the last year : 13.11 vs. JVMAX (4.82). FASEX return over 5 years is better than : 35.80 vs. JVMAX (23.77).
| FASEX | JVMAX | FASEX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 28 years | - |
| Gain YTD | 4.345 | 3.777 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 23.1B | 2% |
| Annual Yield % from dividends | 0.87 | 0.67 | 130% |
| Returns for 1 year | 13.11 | 4.82 | 272% |
| Returns for 3 years | 5.46 | -0.09 | -6,209% |
| Returns for 5 years | 35.80 | 23.77 | 151% |
| Returns for 10 years | 76.36 | 42.53 | 180% |
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