Ad is loading...
FMVQX vs JVMRX
FMVQX vs JVMRX Comparison
Open Charts FMVQX vs JVMRX
Nuveen Mid Cap Value 1 R6
Price$50.10
Change+$3.77 (+8.14%)
VolumeN/A
Net Assets337.89M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
FMVQX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMVQX vs. JVMRX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. FMVQX (338M). FMVQX pays higher dividends than JVMRX: FMVQX (1.36) vs JVMRX (0.94). 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 : -15.76 vs. JVMRX (-20.09). FMVQX return over 5 years is better than : 52.18 vs. JVMRX (39.55).
| 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 | -15.456 | -13.252 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 18.5B | 2% |
| Annual Yield % from dividends | 1.36 | 0.94 | 145% |
| Returns for 1 year | -15.76 | -20.09 | 78% |
| Returns for 3 years | -11.38 | -12.51 | 91% |
| Returns for 5 years | 52.18 | 39.55 | 132% |
| Returns for 10 years | N/A | 16.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers