Interact to see
Advertisement
Advertisement
FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FDVLX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDVLX vs. JVMIX commentary
Nov 20, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. FDVLX (8.25B). FDVLX pays higher dividends than JVMIX: FDVLX (1.07) vs JVMIX (0.75). FDVLX was incepted earlier than JVMIX: FDVLX (47 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMIX (49.00). FDVLX has a lower initial minimum investment than JVMIX: FDVLX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -6.42 vs. FDVLX (-13.52). JVMIX (32.85) and FDVLX (32.69) have equivalent 5 years return.
| FDVLX | JVMIX | FDVLX / JVMIX | |
| Total Expense Ratio | 0.81 | 0.85 | 95% |
| Annual Report Gross Expense Ratio | 0.81 | 0.86 | 94% |
| Fund Existence | 47 years | 28 years | - |
| Gain YTD | 3.235 | 7.829 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 23.5B | 35% |
| Annual Yield % from dividends | 1.07 | 0.75 | 143% |
| Returns for 1 year | -13.52 | -6.42 | 211% |
| Returns for 3 years | 5.62 | 12.74 | 44% |
| Returns for 5 years | 32.69 | 32.85 | 100% |
| Returns for 10 years | 35.03 | 45.13 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers