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FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$28.28
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
FSMVX vs JVMTX Comparison Chart in %
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FSMVX vs. JVMTX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. FSMVX (1.75B). FSMVX pays higher dividends than JVMTX: FSMVX (0.91) vs JVMTX (0.67). FSMVX was incepted earlier than JVMTX: FSMVX (24 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (49.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -0.69 vs. FSMVX (-3.83). FSMVX return over 5 years is better than : 70.90 vs. JVMTX (61.02).
| FSMVX | JVMTX | FSMVX / JVMTX | |
| Total Expense Ratio | 0.83 | 1.00 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 1.11 | 75% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -4.245 | 4.088 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.7B | 8% |
| Annual Yield % from dividends | 0.91 | 0.67 | 135% |
| Returns for 1 year | -3.83 | -0.69 | 552% |
| Returns for 3 years | 18.60 | 16.80 | 111% |
| Returns for 5 years | 70.90 | 61.02 | 116% |
| Returns for 10 years | 23.09 | 41.72 | 55% |
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