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FASEX vs JVMRX
FASEX vs JVMRX Comparison
Open Charts FASEX vs JVMRX
Nuveen Mid Cap Value Opportunities A
Price$58.31
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets380.75M
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets24.02B
FASEX vs JVMRX Comparison Chart in %
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FASEX vs. JVMRX commentary
Aug 28, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. FASEX (381M). FASEX (0.90) and JVMRX (0.86) have matching dividends . FASEX was incepted earlier than JVMRX: FASEX (38 years) vs JVMRX (14 years). FASEX (1.22) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FASEX (20.00). FASEX has a lower initial minimum investment than JVMRX: FASEX (2500) vs JVMRX (1000000). FASEX annual gain was more profitable for investors over the last year : 2.55 vs. JVMRX (0.20). FASEX return over 5 years is better than : 63.67 vs. JVMRX (52.58).
| FASEX | JVMRX | FASEX / JVMRX | |
| Total Expense Ratio | 1.13 | 0.74 | 153% |
| Annual Report Gross Expense Ratio | 1.22 | 0.75 | 163% |
| Fund Existence | 38 years | 14 years | - |
| Gain YTD | 6.813 | 11.136 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 24B | 2% |
| Annual Yield % from dividends | 0.90 | 0.86 | 104% |
| Returns for 1 year | 2.55 | 0.20 | 1,283% |
| Returns for 3 years | 14.16 | 20.15 | 70% |
| Returns for 5 years | 63.67 | 52.58 | 121% |
| Returns for 10 years | 78.02 | 57.05 | 137% |
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