Interact to see
Advertisement
Advertisement
FSMVX vs JVMAX
FSMVX vs JVMAX Comparison
Open Charts FSMVX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$26.70
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets21.72B
FSMVX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMVX vs. JVMAX commentary
Jun 27, 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 FSMVX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. FSMVX (1.75B). FSMVX pays higher dividends than JVMAX: FSMVX (0.91) vs JVMAX (0.60). FSMVX was incepted earlier than JVMAX: FSMVX (24 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (49.00). FSMVX has a lower initial minimum investment than JVMAX: FSMVX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -1.40 vs. FSMVX (-3.83). FSMVX return over 5 years is better than : 70.90 vs. JVMAX (58.33).
| FSMVX | JVMAX | FSMVX / JVMAX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 0.83 | 1.13 | 73% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -4.245 | 4.013 | -106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.7B | 8% |
| Annual Yield % from dividends | 0.91 | 0.60 | 153% |
| Returns for 1 year | -3.83 | -1.40 | 273% |
| Returns for 3 years | 18.60 | 15.41 | 121% |
| Returns for 5 years | 70.90 | 58.33 | 122% |
| Returns for 10 years | 23.09 | 37.53 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement