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FDVLX vs JVMAX
FDVLX vs JVMAX Comparison
Open Charts FDVLX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
FDVLX vs JVMAX Comparison Chart
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FDVLX vs. JVMAX commentary
Apr 04, 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 FDVLX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. FDVLX (7.95B). FDVLX pays higher dividends than JVMAX: FDVLX (1.18) vs JVMAX (0.61). FDVLX was incepted earlier than JVMAX: FDVLX (46 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMAX (47.00). FDVLX has a lower initial minimum investment than JVMAX: FDVLX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -8.70 vs. FDVLX (-14.79). FDVLX return over 5 years is better than : 117.19 vs. JVMAX (86.30).
| FDVLX | JVMAX | FDVLX / JVMAX | |
| Total Expense Ratio | 0.81 | 1.12 | 72% |
| Annual Report Gross Expense Ratio | 0.81 | 1.13 | 72% |
| Fund Existence | 46 years | 28 years | - |
| Gain YTD | -3.676 | -0.118 | 3,115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.95B | 21.4B | 37% |
| Annual Yield % from dividends | 1.18 | 0.61 | 192% |
| Returns for 1 year | -14.79 | -8.70 | 170% |
| Returns for 3 years | -9.28 | -2.01 | 463% |
| Returns for 5 years | 117.19 | 86.30 | 136% |
| Returns for 10 years | 17.08 | 28.82 | 59% |
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