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FASEX vs JVMAX
FASEX vs JVMAX Comparison
Open Charts FASEX vs JVMAX
Nuveen Mid Cap Value 1 A
Price$59.58
Change-$0.30 (-0.50%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FASEX vs JVMAX Comparison Chart
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FASEX vs. JVMAX commentary
Nov 18, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. FASEX (460M). FASEX pays higher dividends than JVMAX: FASEX (0.87) vs JVMAX (0.67). FASEX was incepted earlier than JVMAX: FASEX (37 years) vs JVMAX (27 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 (21.64) and JVMAX (21.07) have marching annual gain over last year. FASEX return over 5 years is better than : 48.27 vs. JVMAX (42.69).
| FASEX | JVMAX | FASEX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 27 years | - |
| Gain YTD | 15.220 | 14.313 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.8B | 2% |
| Annual Yield % from dividends | 0.87 | 0.67 | 130% |
| Returns for 1 year | 21.64 | 21.07 | 103% |
| Returns for 3 years | 4.76 | 6.26 | 76% |
| Returns for 5 years | 48.27 | 42.69 | 113% |
| Returns for 10 years | 76.68 | 56.97 | 135% |
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