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FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
FNKIX vs JVMTX Comparison Chart
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FNKIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. FNKIX (23M). FNKIX pays higher dividends than JVMTX: FNKIX (1.35) vs JVMTX (0.71). 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 (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 : 9.95 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. FNKIX (35.00).
| 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 | -0.366 | -2.304 | 16% |
| 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 | 0.71 | 191% |
| Returns for 1 year | 9.95 | -8.15 | -122% |
| Returns for 3 years | 23.68 | 5.30 | 447% |
| Returns for 5 years | 35.00 | 52.25 | 67% |
| Returns for 10 years | 23.40 | 29.98 | 78% |
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