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FDVLX vs JVMAX
FDVLX vs JVMAX Comparison
Open Charts FDVLX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
FDVLX vs JVMAX Comparison Chart
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FDVLX vs. JVMAX 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 FDVLX is a StrongSell and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. FDVLX (9.86B). FDVLX pays higher dividends than JVMAX: FDVLX (0.93) vs JVMAX (0.67). FDVLX was incepted earlier than JVMAX: FDVLX (46 years) vs JVMAX (28 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). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. FDVLX (-0.14). JVMAX return over 5 years is better than : 39.81 vs. FDVLX (33.47).
| FDVLX | JVMAX | FDVLX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 28 years | - |
| Gain YTD | -2.014 | 12.851 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.86B | 23.4B | 42% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | -0.14 | 10.66 | -1% |
| Returns for 3 years | 1.96 | 16.69 | 12% |
| Returns for 5 years | 33.47 | 39.81 | 84% |
| Returns for 10 years | 29.82 | 55.64 | 54% |
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