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FNKIX vs JVMAX
FNKIX vs JVMAX Comparison
Open Charts FNKIX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
FNKIX vs JVMAX Comparison Chart
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FNKIX vs. JVMAX commentary
May 09, 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 FNKIX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. FNKIX (23M). FNKIX pays higher dividends than JVMAX: FNKIX (1.35) vs JVMAX (0.63). FNKIX was incepted earlier than JVMAX: FNKIX (15 years) vs JVMAX (28 years). FNKIX (1.14) and JVMAX (1.13) have similar cost to investors . FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than FNKIX: JVMAX (1000) vs FNKIX (1000000). FNKIX annual gain was more profitable for investors over the last year : 9.95 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. FNKIX (35.00).
| FNKIX | JVMAX | FNKIX / JVMAX | |
| Total Expense Ratio | 1.14 | 1.12 | 102% |
| Annual Report Gross Expense Ratio | 1.14 | 1.13 | 101% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -0.366 | -2.360 | 16% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23M | 20.6B | 0% |
| Annual Yield % from dividends | 1.35 | 0.63 | 215% |
| Returns for 1 year | 9.95 | -8.80 | -113% |
| Returns for 3 years | 23.68 | 4.03 | 587% |
| Returns for 5 years | 35.00 | 49.78 | 70% |
| Returns for 10 years | 23.40 | 26.12 | 90% |
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