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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$30.26
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.36B
FDVLX vs JVMIX Comparison Chart in %
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FDVLX vs. JVMIX commentary
Oct 05, 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 Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. FDVLX (8.41B). FDVLX pays higher dividends than JVMIX: FDVLX (1.07) vs JVMIX (0.74). 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 : -0.13 vs. FDVLX (-7.43). FDVLX return over 5 years is better than : 60.90 vs. JVMIX (56.83).
| 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 | 7.206 | 12.096 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 24.4B | 34% |
| Annual Yield % from dividends | 1.07 | 0.74 | 144% |
| Returns for 1 year | -7.43 | -0.13 | 5,599% |
| Returns for 3 years | 17.51 | 26.62 | 66% |
| Returns for 5 years | 60.90 | 56.83 | 107% |
| Returns for 10 years | 41.36 | 58.76 | 70% |
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