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FDVLX vs JVMRX
FDVLX vs JVMRX Comparison
Open Charts FDVLX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$30.15
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.33B
FDVLX vs JVMRX Comparison Chart in %
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FDVLX vs. JVMRX commentary
Oct 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FDVLX (8.41B). FDVLX pays higher dividends than JVMRX: FDVLX (1.07) 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 : -0.74 vs. FDVLX (-6.86). FDVLX (51.17) and JVMRX (48.77) have equivalent 5 years return.
| 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 | 7.794 | 11.915 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 24.3B | 35% |
| Annual Yield % from dividends | 1.07 | 0.84 | 128% |
| Returns for 1 year | -6.86 | -0.74 | 922% |
| Returns for 3 years | 15.88 | 24.32 | 65% |
| Returns for 5 years | 51.17 | 48.77 | 105% |
| Returns for 10 years | 41.12 | 55.21 | 74% |
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