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FNKIX vs JVMRX
FNKIX vs JVMRX Comparison
Open Charts FNKIX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$28.44
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets22B
FNKIX vs JVMRX Comparison Chart in %
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FNKIX vs. JVMRX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22B vs. FNKIX (25.5M). FNKIX pays higher dividends than JVMRX: FNKIX (1.24) vs JVMRX (0.91). FNKIX was incepted earlier than JVMRX: FNKIX (15 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 (49.00). FNKIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FNKIX annual gain was more profitable for investors over the last year : 20.59 vs. JVMRX (0.86). JVMRX return over 5 years is better than : 64.46 vs. FNKIX (44.04).
| FNKIX | JVMRX | FNKIX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 8.115 | 5.568 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 22B | 0% |
| Annual Yield % from dividends | 1.24 | 0.91 | 136% |
| Returns for 1 year | 20.59 | 0.86 | 2,383% |
| Returns for 3 years | 34.59 | 20.09 | 172% |
| Returns for 5 years | 44.04 | 64.46 | 68% |
| Returns for 10 years | 34.09 | 45.69 | 75% |
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