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FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$24.05
Change-$1.34 (-5.28%)
VolumeN/A
Net Assets20.16B
FSMVX vs JVMTX Comparison Chart
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FSMVX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.2B vs. FSMVX (1.75B). FSMVX pays higher dividends than JVMTX: FSMVX (0.92) vs JVMTX (0.69). FSMVX was incepted earlier than JVMTX: FSMVX (23 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FSMVX (0.87). FSMVX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (47.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -8.06 vs. FSMVX (-10.35). FSMVX return over 5 years is better than : 107.95 vs. JVMTX (89.43).
| FSMVX | JVMTX | FSMVX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -6.401 | -0.074 | 8,613% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 20.2B | 9% |
| Annual Yield % from dividends | 0.92 | 0.69 | 133% |
| Returns for 1 year | -10.35 | -8.06 | 128% |
| Returns for 3 years | 2.31 | -0.83 | -279% |
| Returns for 5 years | 107.95 | 89.43 | 121% |
| Returns for 10 years | 18.99 | 32.75 | 58% |
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