Ad is loading...
FNKIX vs JVMSX
FNKIX vs JVMSX Comparison
Open Charts FNKIX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
FNKIX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNKIX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. FNKIX (23M). FNKIX pays higher dividends than JVMSX: FNKIX (1.35) vs JVMSX (0.46). FNKIX was incepted earlier than JVMSX: FNKIX (15 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FNKIX (1.14). FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than FNKIX: JVMSX (0) vs FNKIX (1000000). FNKIX annual gain was more profitable for investors over the last year : 9.95 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. FNKIX (35.00).
| FNKIX | JVMSX | FNKIX / JVMSX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.26 | 90% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -0.366 | -2.424 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23M | 20.6B | 0% |
| Annual Yield % from dividends | 1.35 | 0.46 | 295% |
| Returns for 1 year | 9.95 | -8.45 | -118% |
| Returns for 3 years | 23.68 | 4.66 | 508% |
| Returns for 5 years | 35.00 | 50.94 | 69% |
| Returns for 10 years | 23.40 | 27.80 | 84% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers