Interact to see
Advertisement
Advertisement
FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.35
Change+$0.52 (+1.80%)
VolumeN/A
Net Assets23.2B
FNKIX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNKIX vs. JVMTX commentary
Aug 13, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. FNKIX (27.6M). FNKIX pays higher dividends than JVMTX: FNKIX (1.17) vs JVMTX (0.64). FNKIX was incepted earlier than JVMTX: FNKIX (15 years) vs JVMTX (12 years). FNKIX (1.14) and JVMTX (1.11) have similar cost to investors . FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than FNKIX: JVMTX (0) vs FNKIX (1000000). FNKIX annual gain was more profitable for investors over the last year : 23.81 vs. JVMTX (1.71). JVMTX return over 5 years is better than : 47.35 vs. FNKIX (43.11).
| FNKIX | JVMTX | FNKIX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 12.569 | 7.135 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6M | 23.2B | 0% |
| Annual Yield % from dividends | 1.17 | 0.64 | 183% |
| Returns for 1 year | 23.81 | 1.71 | 1,391% |
| Returns for 3 years | 30.19 | 10.17 | 297% |
| Returns for 5 years | 43.11 | 47.35 | 91% |
| Returns for 10 years | 37.87 | 42.06 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ETJ | 9.04 | 0.10 | +1.12% |
| Eaton Vance Risk - Managed Diversified Equity Income Fund | |||
| RFEM | 73.18 | 0.77 | +1.06% |
| First Trust RiverFront Dyn Em Mkts ETF | |||
| AMLP | 48.94 | 0.33 | +0.68% |
| Alerian MLP ETF | |||
| XCCC | 38.62 | 0.10 | +0.27% |
| BondBloxx CCC Rated USD HY Corp Bd ETF | |||
| JAJL | 28.41 | 0.04 | +0.14% |
| Innovator Eq Dfnd Prot ETF - 6Mo Jan/Jul | |||