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FNKIX vs JVMRX
FNKIX vs JVMRX Comparison
Open Charts FNKIX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
FNKIX vs JVMRX Comparison Chart
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FNKIX vs. JVMRX commentary
Apr 12, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. FNKIX (21.1M). FNKIX pays higher dividends than JVMRX: FNKIX (1.33) vs JVMRX (0.94). FNKIX was incepted earlier than JVMRX: FNKIX (14 years) vs JVMRX (14 years). FNKIX (1.14) is less costly to investors than JVMRX (0.76). FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMRX (47.00). FNKIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FNKIX annual gain was more profitable for investors over the last year : -1.21 vs. JVMRX (-14.99). JVMRX return over 5 years is better than : 45.40 vs. FNKIX (24.72).
| FNKIX | JVMRX | FNKIX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -9.884 | -9.614 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 19.2B | 0% |
| Annual Yield % from dividends | 1.33 | 0.94 | 142% |
| Returns for 1 year | -1.21 | -14.99 | 8% |
| Returns for 3 years | 3.32 | -7.97 | -42% |
| Returns for 5 years | 24.72 | 45.40 | 54% |
| Returns for 10 years | 11.69 | 22.35 | 52% |
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