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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$30.02
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
FDVLX vs JVMIX Comparison Chart
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FDVLX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FDVLX (9.86B). FDVLX pays higher dividends than JVMIX: FDVLX (0.93) vs JVMIX (0.84). FDVLX was incepted earlier than JVMIX: FDVLX (46 years) vs JVMIX (28 years). FDVLX is a more actively managed with annual turnover of: 69.00 vs. JVMIX (41.00). 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 : 11.12 vs. FDVLX (-0.14). JVMIX return over 5 years is better than : 42.01 vs. FDVLX (33.47).
| FDVLX | JVMIX | FDVLX / JVMIX | |
| 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 | 13.153 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.86B | 23.4B | 42% |
| Annual Yield % from dividends | 0.93 | 0.84 | 110% |
| Returns for 1 year | -0.14 | 11.12 | -1% |
| Returns for 3 years | 1.96 | 17.73 | 11% |
| Returns for 5 years | 33.47 | 42.01 | 80% |
| Returns for 10 years | 29.82 | 60.93 | 49% |
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