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FASEX vs JVMTX
FASEX vs JVMTX Comparison
Open Charts FASEX vs JVMTX
Nuveen Mid Cap Value 1 A
Price$59.58
Change-$0.30 (-0.50%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FASEX vs JVMTX Comparison Chart
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FASEX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. FASEX (460M). FASEX pays higher dividends than JVMTX: FASEX (0.87) vs JVMTX (0.73). FASEX was incepted earlier than JVMTX: FASEX (37 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FASEX (28.00). JVMTX has a lower initial minimum investment than FASEX: JVMTX (0) vs FASEX (3000). FASEX (21.64) and JVMTX (21.44) have marching annual gain over last year. FASEX return over 5 years is better than : 48.27 vs. JVMTX (44.38).
| FASEX | JVMTX | FASEX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 11 years | - |
| Gain YTD | 15.220 | 14.484 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 23.8B | 2% |
| Annual Yield % from dividends | 0.87 | 0.73 | 120% |
| Returns for 1 year | 21.64 | 21.44 | 101% |
| Returns for 3 years | 4.76 | 7.23 | 66% |
| Returns for 5 years | 48.27 | 44.38 | 109% |
| Returns for 10 years | 76.68 | 60.91 | 126% |
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