Ad is loading...
FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FDVLX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FDVLX vs. JVMIX commentary
Jan 19, 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: 23.1B vs. FDVLX (8.96B). 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 : 5.70 vs. FDVLX (2.77). FDVLX return over 5 years is better than : 31.53 vs. JVMIX (26.40).
| 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 | 2.794 | 3.785 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 23.1B | 39% |
| Annual Yield % from dividends | 0.93 | 0.84 | 110% |
| Returns for 1 year | 2.77 | 5.70 | 49% |
| Returns for 3 years | -2.20 | 1.40 | -157% |
| Returns for 5 years | 31.53 | 26.40 | 119% |
| Returns for 10 years | 33.49 | 48.25 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDEM | 24.39 | 0.21 | +0.86% |
| Global X MSCI SuperDividend® Em Mkts ETF | |||
| REGL | 82.41 | 0.44 | +0.54% |
| ProShares S&P MidCap 400 Dividend Arst | |||
| XSEP | 39.28 | 0.11 | +0.28% |
| FT Vest U.S. Eq Enh & ModBufETF-Sep | |||
| FCFY | 24.67 | N/A | N/A |
| First Trust S&P 500 Div Fr CA Flw ETF | |||
| UTES | 70.44 | -0.06 | -0.09% |
| Virtus Reaves Utilities ETF | |||