Ad is loading...
FSMVX vs JVMIX
FSMVX vs JVMIX Comparison
Open Charts FSMVX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$25.65
Change+$0.43 (+1.70%)
VolumeN/A
Net Assets19.84B
FSMVX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMVX vs. JVMIX commentary
Apr 25, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.8B vs. FSMVX (1.75B). FSMVX pays higher dividends than JVMIX: FSMVX (0.92) vs JVMIX (0.83). FSMVX was incepted earlier than JVMIX: FSMVX (23 years) vs JVMIX (28 years). JVMIX (0.88) and FSMVX (0.87) have similar cost to investors . FSMVX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (47.00). FSMVX has a lower initial minimum investment than JVMIX: FSMVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -10.87 vs. FSMVX (-15.04). FSMVX return over 5 years is better than : 63.15 vs. JVMIX (53.98).
| FSMVX | JVMIX | FSMVX / JVMIX | |
| Total Expense Ratio | 0.87 | 0.87 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -14.428 | -6.419 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 19.8B | 9% |
| Annual Yield % from dividends | 0.92 | 0.83 | 111% |
| Returns for 1 year | -15.04 | -10.87 | 138% |
| Returns for 3 years | -3.26 | -4.34 | 75% |
| Returns for 5 years | 63.15 | 53.98 | 117% |
| Returns for 10 years | 7.68 | 25.65 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...