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FMVQX vs JVMTX
FMVQX vs JVMTX Comparison
Open Charts FMVQX vs JVMTX
Nuveen Mid Cap Value 1 R6
Price$52.71
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets380.81M
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FMVQX vs JVMTX Comparison Chart
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FMVQX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. FMVQX (381M). FMVQX pays higher dividends than JVMTX: FMVQX (1.39) vs JVMTX (0.71). FMVQX was incepted earlier than JVMTX: FMVQX (7 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FMVQX (0.84). JVMTX is a more actively managed with annual turnover of: 47.00 vs. FMVQX (20.00). JVMTX has a lower initial minimum investment than FMVQX: JVMTX (0) vs FMVQX (1000000). FMVQX annual gain was more profitable for investors over the last year : -4.14 vs. JVMTX (-7.79). FMVQX return over 5 years is better than : 72.39 vs. JVMTX (54.21).
| FMVQX | JVMTX | FMVQX / JVMTX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.84 | 1.11 | 76% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -3.814 | -1.041 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 20.9B | 2% |
| Annual Yield % from dividends | 1.39 | 0.71 | 196% |
| Returns for 1 year | -4.14 | -7.79 | 53% |
| Returns for 3 years | 6.96 | 6.79 | 102% |
| Returns for 5 years | 72.39 | 54.21 | 134% |
| Returns for 10 years | N/A | 32.23 | - |
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