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FASEX vs JVMIX
FASEX vs JVMIX Comparison
Open Charts FASEX vs JVMIX
Nuveen Mid Cap Value 1 A
Price$57.81
Change-$0.36 (-0.62%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FASEX vs JVMIX Comparison Chart
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FASEX vs. JVMIX commentary
Sep 21, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FASEX (464M). FASEX (0.87) and JVMIX (0.84) have matching dividends . FASEX was incepted earlier than JVMIX: FASEX (37 years) vs JVMIX (27 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. FASEX (28.00). FASEX has a lower initial minimum investment than JVMIX: FASEX (3000) vs JVMIX (250000). JVMIX (16.37) and FASEX (15.71) have marching annual gain over last year. FASEX return over 5 years is better than : 46.29 vs. JVMIX (43.06).
| FASEX | JVMIX | FASEX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 27 years | - |
| Gain YTD | 10.733 | 10.157 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 23.4B | 2% |
| Annual Yield % from dividends | 0.87 | 0.84 | 104% |
| Returns for 1 year | 15.71 | 16.37 | 96% |
| Returns for 3 years | 10.17 | 10.72 | 95% |
| Returns for 5 years | 46.29 | 43.06 | 107% |
| Returns for 10 years | 71.48 | 60.49 | 118% |