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FSMVX vs JVMIX
FSMVX vs JVMIX Comparison
Open Charts FSMVX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$24.09
Change-$1.34 (-5.27%)
VolumeN/A
Net Assets20.16B
FSMVX vs JVMIX Comparison Chart
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FSMVX vs. JVMIX commentary
Apr 05, 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: 20.2B 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 : -7.93 vs. FSMVX (-10.35). FSMVX return over 5 years is better than : 107.95 vs. JVMIX (90.33).
| 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 | -6.401 | -0.074 | 8,626% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 20.2B | 9% |
| Annual Yield % from dividends | 0.92 | 0.83 | 111% |
| Returns for 1 year | -10.35 | -7.93 | 131% |
| Returns for 3 years | 2.31 | -0.56 | -410% |
| Returns for 5 years | 107.95 | 90.33 | 120% |
| Returns for 10 years | 18.99 | 33.98 | 56% |
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