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FASEX vs JVMAX
FASEX vs JVMAX Comparison
Open Charts FASEX vs JVMAX
Nuveen Mid Cap Value 1 A
Price$55.26
Change-$1.03 (-1.83%)
VolumeN/A
Net Assets434.98M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
FASEX vs JVMAX Comparison Chart
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FASEX vs. JVMAX commentary
Feb 23, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. FASEX (435M). 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 : 8.47 vs. JVMAX (-0.93). FASEX return over 5 years is better than : 37.40 vs. JVMAX (24.80).
| 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 | 3.646 | 3.816 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 22.5B | 2% |
| Annual Yield % from dividends | 0.87 | 0.67 | 130% |
| Returns for 1 year | 8.47 | -0.93 | -913% |
| Returns for 3 years | 8.54 | 4.03 | 212% |
| Returns for 5 years | 37.40 | 24.80 | 151% |
| Returns for 10 years | 63.12 | 34.49 | 183% |
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