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FASEX vs JVMAX
FASEX vs JVMAX Comparison
Open Charts FASEX vs JVMAX
Nuveen Mid Cap Value 1 A
Price$54.16
Change-$1.99 (-3.54%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
FASEX vs JVMAX Comparison Chart
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FASEX vs. JVMAX commentary
Dec 19, 2024
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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. FASEX (443M). 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 (11.11) and JVMAX (10.66) have marching annual gain over last year. JVMAX (39.81) and FASEX (38.87) have equivalent 5 years return.
| 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 | 10.249 | 12.851 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 23.4B | 2% |
| Annual Yield % from dividends | 0.87 | 0.67 | 130% |
| Returns for 1 year | 11.11 | 10.66 | 104% |
| Returns for 3 years | 9.79 | 16.69 | 59% |
| Returns for 5 years | 38.87 | 39.81 | 98% |
| Returns for 10 years | 68.63 | 55.64 | 123% |
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