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FDVLX vs JVMAX
FDVLX vs JVMAX Comparison
Open Charts FDVLX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FDVLX vs JVMAX Comparison Chart
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FDVLX vs. JVMAX 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 FDVLX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. FDVLX (9.14B). FDVLX pays higher dividends than JVMAX: FDVLX (0.93) vs JVMAX (0.67). FDVLX was incepted earlier than JVMAX: FDVLX (46 years) vs JVMAX (27 years). FDVLX is a more actively managed with annual turnover of: 69.00 vs. JVMAX (41.00). FDVLX has a lower initial minimum investment than JVMAX: FDVLX (0) vs JVMAX (1000). FDVLX annual gain was more profitable for investors over the last year : 23.63 vs. JVMAX (21.07). FDVLX return over 5 years is better than : 53.32 vs. JVMAX (42.69).
| FDVLX | JVMAX | FDVLX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 27 years | - |
| Gain YTD | 13.788 | 14.313 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 23.8B | 38% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | 23.63 | 21.07 | 112% |
| Returns for 3 years | 3.41 | 6.26 | 54% |
| Returns for 5 years | 53.32 | 42.69 | 125% |
| Returns for 10 years | 48.63 | 56.97 | 85% |