Ad is loading...
FSMVX vs JVMIX
FSMVX vs JVMIX Comparison
Open Charts FSMVX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FSMVX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMVX vs. JVMIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FSMVX (1.9B). JVMIX pays higher dividends than FSMVX: JVMIX (0.84) vs FSMVX (0.71). FSMVX was incepted earlier than JVMIX: FSMVX (23 years) vs JVMIX (28 years). FSMVX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (41.00). FSMVX has a lower initial minimum investment than JVMIX: FSMVX (0) vs JVMIX (250000). FSMVX annual gain was more profitable for investors over the last year : 11.77 vs. JVMIX (5.70). FSMVX return over 5 years is better than : 42.58 vs. JVMIX (26.40).
| FSMVX | JVMIX | FSMVX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.317 | 3.785 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 23.1B | 8% |
| Annual Yield % from dividends | 0.71 | 0.84 | 85% |
| Returns for 1 year | 11.77 | 5.70 | 206% |
| Returns for 3 years | 6.84 | 1.40 | 489% |
| Returns for 5 years | 42.58 | 26.40 | 161% |
| Returns for 10 years | 37.46 | 48.25 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...