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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
FDVLX vs JVMIX Comparison Chart
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FDVLX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. FDVLX (7.51B). FDVLX pays higher dividends than JVMIX: FDVLX (1.22) vs JVMIX (0.85). FDVLX was incepted earlier than JVMIX: FDVLX (47 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMIX (47.00). 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 : -5.87 vs. FDVLX (-15.82). FDVLX return over 5 years is better than : 67.67 vs. JVMIX (58.57).
| FDVLX | JVMIX | FDVLX / JVMIX | |
| Total Expense Ratio | 0.81 | 0.87 | 93% |
| Annual Report Gross Expense Ratio | 0.81 | 0.88 | 92% |
| Fund Existence | 47 years | 28 years | - |
| Gain YTD | -5.147 | 1.262 | -408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 21.3B | 35% |
| Annual Yield % from dividends | 1.22 | 0.85 | 143% |
| Returns for 1 year | -15.82 | -5.87 | 270% |
| Returns for 3 years | -3.59 | 8.91 | -40% |
| Returns for 5 years | 67.67 | 58.57 | 116% |
| Returns for 10 years | 13.10 | 33.92 | 39% |
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