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FASEX vs JVMRX
FASEX vs JVMRX Comparison
Open Charts FASEX vs JVMRX
Nuveen Mid Cap Value 1 A
Price$56.67
Change+$0.27 (+0.48%)
VolumeN/A
Net Assets445.49M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FASEX vs JVMRX Comparison Chart
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FASEX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FASEX (445M). JVMRX pays higher dividends than FASEX: JVMRX (0.93) vs FASEX (0.87). FASEX was incepted earlier than JVMRX: FASEX (37 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. FASEX (28.00). FASEX has a lower initial minimum investment than JVMRX: FASEX (3000) vs JVMRX (1000000). FASEX annual gain was more profitable for investors over the last year : 13.11 vs. JVMRX (5.82). FASEX return over 5 years is better than : 35.80 vs. JVMRX (26.86).
| FASEX | JVMRX | FASEX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 13 years | - |
| Gain YTD | 4.345 | 3.786 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 23.1B | 2% |
| Annual Yield % from dividends | 0.87 | 0.93 | 93% |
| Returns for 1 year | 13.11 | 5.82 | 225% |
| Returns for 3 years | 5.46 | 1.65 | 332% |
| Returns for 5 years | 35.80 | 26.86 | 133% |
| Returns for 10 years | 76.36 | 49.19 | 155% |
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