Interact to see
Advertisement
Advertisement
FSMVX vs JVMSX
FSMVX vs JVMSX Comparison
Open Charts FSMVX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.45B
FSMVX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FSMVX (1.75B). FSMVX pays higher dividends than JVMSX: FSMVX (0.91) vs JVMSX (0.43). FSMVX was incepted earlier than JVMSX: FSMVX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (47.00). FSMVX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.94 vs. FSMVX (-7.85). FSMVX return over 5 years is better than : 47.50 vs. JVMSX (37.71).
| FSMVX | JVMSX | FSMVX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.26 | 66% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -5.970 | 2.126 | -281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.91 | 0.43 | 210% |
| Returns for 1 year | -7.85 | -3.94 | 199% |
| Returns for 3 years | 5.91 | 4.81 | 123% |
| Returns for 5 years | 47.50 | 37.71 | 126% |
| Returns for 10 years | 19.25 | 34.28 | 56% |