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FASEX vs JVMRX
FASEX vs JVMRX Comparison
Open Charts FASEX vs JVMRX
Nuveen Mid Cap Value 1 A
Price$59.58
Change-$0.30 (-0.50%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FASEX vs JVMRX Comparison Chart
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FASEX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. FASEX (460M). 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). JVMRX (21.74) and FASEX (21.64) have marching annual gain over last year. FASEX return over 5 years is better than : 48.27 vs. JVMRX (45.54).
| 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 | 15.220 | 14.730 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.8B | 2% |
| Annual Yield % from dividends | 0.87 | 0.93 | 93% |
| Returns for 1 year | 21.64 | 21.74 | 100% |
| Returns for 3 years | 4.76 | 7.78 | 61% |
| Returns for 5 years | 48.27 | 45.54 | 106% |
| Returns for 10 years | 76.68 | 63.39 | 121% |
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