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FASEX vs JVMRX
FASEX vs JVMRX Comparison
Open Charts FASEX vs JVMRX
Nuveen Mid Cap Value 1 A
Price$55.26
Change-$1.03 (-1.83%)
VolumeN/A
Net Assets434.98M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FASEX vs JVMRX Comparison Chart
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FASEX vs. JVMRX commentary
Feb 23, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FASEX (435M). 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 : 8.47 vs. JVMRX (0.01). FASEX return over 5 years is better than : 37.40 vs. JVMRX (27.91).
| 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 | 3.646 | 3.860 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 22.5B | 2% |
| Annual Yield % from dividends | 0.87 | 0.93 | 93% |
| Returns for 1 year | 8.47 | 0.01 | 152,123% |
| Returns for 3 years | 8.54 | 5.83 | 146% |
| Returns for 5 years | 37.40 | 27.91 | 134% |
| Returns for 10 years | 63.12 | 40.73 | 155% |
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