FNKIX
Price
$14.87
Change
+$0.14 (+0.95%)
Updated
Mar 1, 6:59 PM EST
JVMSX
Price
$28.62
Change
+$0.26 (+0.92%)
Updated
Mar 1, 6:59 PM EST
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Compare predictions FNKIX vs JVMSX

Header iconFNKIX vs JVMSX Comparison
Open Charts FNKIX vs JVMSXBanner chart's image
Frank Value Instl
Price$14.87
Change+$0.14 (+0.95%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.26 (+0.92%)
VolumeN/A
CapitalizationN/A
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FNKIX vs JVMSX Comparison Chart

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VS
FNKIX vs. JVMSX commentary
Mar 04, 2024

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 JVMSX is a Hold.

FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FNKIX (19.9M). FNKIX pays higher dividends than JVMSX: FNKIX (2.92) vs JVMSX (0.55). FNKIX was incepted earlier than JVMSX: FNKIX (13 years) vs JVMSX (12 years). JVMSX (1.26) is less costly to investors than FNKIX (1.14). FNKIX is a more actively managed with annual turnover of: 109.16 vs. JVMSX (41.00). JVMSX has a lower initial minimum investment than FNKIX: JVMSX (0) vs FNKIX (1000000). JVMSX annual gain was more profitable for investors over the last year : 11.39 vs. FNKIX (4.03). JVMSX return over 5 years is better than : 44.53 vs. FNKIX (29.46).
FNKIXJVMSXFNKIX / JVMSX
Total Expense Ratio1.141.2591%
Annual Report Gross Expense Ratio1.141.2690%
Fund Existence13 years12 years-
Gain YTD3.4085.02868%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets19.9M22.6B0%
Annual Yield % from dividends2.920.55535%
Returns for 1 year4.0311.3935%
Returns for 3 years7.8714.2055%
Returns for 5 years29.4644.5366%
Returns for 10 years7.5057.4713%
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