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FDVLX vs JVMRX
FDVLX vs JVMRX Comparison
Open Charts FDVLX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
FDVLX vs JVMRX Comparison Chart in %
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FDVLX vs. JVMRX commentary
Sep 08, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FDVLX (8.47B). FDVLX pays higher dividends than JVMRX: FDVLX (1.06) vs JVMRX (0.84). FDVLX was incepted earlier than JVMRX: FDVLX (47 years) vs JVMRX (14 years). FDVLX (0.81) is less costly to investors than JVMRX (0.75). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMRX (49.00). FDVLX has a lower initial minimum investment than JVMRX: FDVLX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. FDVLX (-4.24). FDVLX return over 5 years is better than : 59.79 vs. JVMRX (55.40).
| FDVLX | JVMRX | FDVLX / JVMRX | |
| Total Expense Ratio | 0.81 | 0.74 | 109% |
| Annual Report Gross Expense Ratio | 0.81 | 0.75 | 108% |
| Fund Existence | 47 years | 14 years | - |
| Gain YTD | 7.132 | 12.064 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 24.3B | 35% |
| Annual Yield % from dividends | 1.06 | 0.84 | 126% |
| Returns for 1 year | -4.24 | 3.02 | -141% |
| Returns for 3 years | 13.94 | 25.20 | 55% |
| Returns for 5 years | 59.79 | 55.40 | 108% |
| Returns for 10 years | 40.39 | 59.55 | 68% |
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