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FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$24.69
Change+$0.38 (+1.56%)
VolumeN/A
Net Assets19.24B
FNKIX vs JVMTX Comparison Chart
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FNKIX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.2B vs. FNKIX (21.1M). FNKIX pays higher dividends than JVMTX: FNKIX (1.33) vs JVMTX (0.69). FNKIX was incepted earlier than JVMTX: FNKIX (14 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 (47.00). 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 : -1.21 vs. JVMTX (-15.21). JVMTX return over 5 years is better than : 44.22 vs. FNKIX (24.72).
| FNKIX | JVMTX | FNKIX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -9.884 | -9.662 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 19.2B | 0% |
| Annual Yield % from dividends | 1.33 | 0.69 | 193% |
| Returns for 1 year | -1.21 | -15.21 | 8% |
| Returns for 3 years | 3.32 | -8.45 | -39% |
| Returns for 5 years | 24.72 | 44.22 | 56% |
| Returns for 10 years | 11.69 | 20.48 | 57% |
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