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FMVQX vs JVMRX
FMVQX vs JVMRX Comparison
Open Charts FMVQX vs JVMRX
Nuveen Mid Cap Value 1 R6
Price$52.71
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets380.81M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FMVQX vs JVMRX Comparison Chart
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FMVQX vs. JVMRX commentary
May 11, 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 FMVQX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. FMVQX (381M). FMVQX pays higher dividends than JVMRX: FMVQX (1.39) vs JVMRX (0.96). FMVQX was incepted earlier than JVMRX: FMVQX (7 years) vs JVMRX (14 years). FMVQX (0.84) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FMVQX (20.00). FMVQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FMVQX annual gain was more profitable for investors over the last year : -4.14 vs. JVMRX (-7.52). FMVQX return over 5 years is better than : 72.39 vs. JVMRX (55.51).
| FMVQX | JVMRX | FMVQX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.84 | 0.76 | 111% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -3.814 | -0.965 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 20.9B | 2% |
| Annual Yield % from dividends | 1.39 | 0.96 | 145% |
| Returns for 1 year | -4.14 | -7.52 | 55% |
| Returns for 3 years | 6.96 | 7.37 | 94% |
| Returns for 5 years | 72.39 | 55.51 | 130% |
| Returns for 10 years | N/A | 34.25 | - |
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