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FSMVX vs JVMAX
FSMVX vs JVMAX Comparison
Open Charts FSMVX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
FSMVX vs JVMAX Comparison Chart
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FSMVX vs. JVMAX commentary
Jun 07, 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 Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B 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 (47.00). 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 : -4.36 vs. FSMVX (-7.85). FSMVX return over 5 years is better than : 47.50 vs. JVMAX (36.60).
| 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 | -5.970 | 2.164 | -276% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.91 | 0.60 | 153% |
| Returns for 1 year | -7.85 | -4.36 | 180% |
| Returns for 3 years | 5.91 | 4.12 | 144% |
| Returns for 5 years | 47.50 | 36.60 | 130% |
| Returns for 10 years | 19.25 | 32.42 | 59% |