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FDVLX vs JVMTX
FDVLX vs JVMTX Comparison
Open Charts FDVLX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
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FDVLX vs JVMTX Comparison Chart
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FDVLX vs. JVMTX commentary
Sep 08, 2024
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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. FDVLX (9.81B). FDVLX pays higher dividends than JVMTX: FDVLX (0.93) vs JVMTX (0.73). FDVLX was incepted earlier than JVMTX: FDVLX (46 years) vs JVMTX (11 years). FDVLX is a more actively managed with annual turnover of: 69.00 vs. JVMTX (41.00). FDVLX (0) and JVMTX (0) have matching initial minimum investment requirements. FDVLX annual gain was more profitable for investors over the last year : 14.57 vs. JVMTX (13.32). FDVLX return over 5 years is better than : 56.59 vs. JVMTX (41.51).
| FDVLX | JVMTX | FDVLX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 46 years | 11 years | - |
| Gain YTD | 7.103 | 7.937 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.81B | 22.3B | 44% |
| Annual Yield % from dividends | 0.93 | 0.73 | 127% |
| Returns for 1 year | 14.57 | 13.32 | 109% |
| Returns for 3 years | 2.23 | 6.02 | 37% |
| Returns for 5 years | 56.59 | 41.51 | 136% |
| Returns for 10 years | 40.19 | 53.85 | 75% |