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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$25.81
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets20.25B
FDVLX vs JVMIX Comparison Chart
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FDVLX vs. JVMIX commentary
May 02, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.3B vs. FDVLX (7.95B). FDVLX pays higher dividends than JVMIX: FDVLX (1.18) vs JVMIX (0.83). FDVLX was incepted earlier than JVMIX: FDVLX (46 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 : -7.92 vs. FDVLX (-15.23). FDVLX return over 5 years is better than : 68.07 vs. JVMIX (55.48).
| FDVLX | JVMIX | FDVLX / JVMIX | |
| Total Expense Ratio | 0.81 | 0.87 | 93% |
| Annual Report Gross Expense Ratio | 0.81 | 0.88 | 92% |
| Fund Existence | 46 years | 28 years | - |
| Gain YTD | -8.676 | -4.267 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.95B | 20.3B | 39% |
| Annual Yield % from dividends | 1.18 | 0.83 | 142% |
| Returns for 1 year | -15.23 | -7.92 | 192% |
| Returns for 3 years | -8.11 | 0.71 | -1,145% |
| Returns for 5 years | 68.07 | 55.48 | 123% |
| Returns for 10 years | 10.59 | 28.97 | 37% |
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