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FDVLX vs JVMRX
FDVLX vs JVMRX Comparison
Open Charts FDVLX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
FDVLX vs JVMRX Comparison Chart
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FDVLX vs. JVMRX commentary
May 23, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. FDVLX (7.51B). FDVLX pays higher dividends than JVMRX: FDVLX (1.22) vs JVMRX (0.96). FDVLX was incepted earlier than JVMRX: FDVLX (47 years) vs JVMRX (14 years). FDVLX (0.81) is less costly to investors than JVMRX (0.76). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMRX (47.00). 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 : -5.76 vs. FDVLX (-15.82). FDVLX return over 5 years is better than : 67.67 vs. JVMRX (59.16).
| FDVLX | JVMRX | FDVLX / JVMRX | |
| Total Expense Ratio | 0.81 | 0.75 | 108% |
| Annual Report Gross Expense Ratio | 0.81 | 0.76 | 107% |
| Fund Existence | 47 years | 14 years | - |
| Gain YTD | -5.147 | 1.299 | -396% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 21.3B | 35% |
| Annual Yield % from dividends | 1.22 | 0.96 | 127% |
| Returns for 1 year | -15.82 | -5.76 | 274% |
| Returns for 3 years | -3.59 | 9.17 | -39% |
| Returns for 5 years | 67.67 | 59.16 | 114% |
| Returns for 10 years | 13.10 | 34.68 | 38% |
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