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FASEX vs JVMTX
FASEX vs JVMTX Comparison
Open Charts FASEX vs JVMTX
Nuveen Mid Cap Value 1 A
Price$54.16
Change-$1.99 (-3.54%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
FASEX vs JVMTX Comparison Chart
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FASEX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FASEX (443M). 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 annual gain was more profitable for investors over the last year : 11.11 vs. JVMTX (9.87). FASEX return over 5 years is better than : 38.87 vs. JVMTX (36.13).
| 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 | 10.249 | 9.510 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 23.4B | 2% |
| Annual Yield % from dividends | 0.87 | 0.73 | 120% |
| Returns for 1 year | 11.11 | 9.87 | 113% |
| Returns for 3 years | 9.79 | 13.80 | 71% |
| Returns for 5 years | 38.87 | 36.13 | 108% |
| Returns for 10 years | 68.63 | 54.52 | 126% |
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