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FDVLX vs JVMCX
FDVLX vs JVMCX Comparison
Open Charts FDVLX vs JVMCX
JHancock Disciplined Value Mid Cap C
Price$25.50
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.3B
FDVLX vs JVMCX Comparison Chart
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FDVLX vs. JVMCX commentary
May 23, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.3B vs. FDVLX (7.51B). FDVLX pays higher dividends than JVMCX: FDVLX (1.22) vs JVMCX (0.00). FDVLX was incepted earlier than JVMCX: FDVLX (47 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMCX (47.00). FDVLX has a lower initial minimum investment than JVMCX: FDVLX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -7.40 vs. FDVLX (-15.82). FDVLX return over 5 years is better than : 67.67 vs. JVMCX (51.48).
| FDVLX | JVMCX | FDVLX / JVMCX | |
| Total Expense Ratio | 0.81 | 1.87 | 43% |
| Annual Report Gross Expense Ratio | 0.81 | 1.88 | 43% |
| Fund Existence | 47 years | 14 years | - |
| Gain YTD | -5.147 | 0.870 | -592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 21.3B | 35% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -15.82 | -7.40 | 214% |
| Returns for 3 years | -3.59 | 5.65 | -64% |
| Returns for 5 years | 67.67 | 51.48 | 131% |
| Returns for 10 years | 13.10 | 22.42 | 58% |
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