Interact to see
Advertisement
Advertisement
FTVSX vs JVMIX
FTVSX vs JVMIX Comparison
Open Charts FTVSX vs JVMIX
FullerThaler Behav Md-Cp Val Instl
Price$32.40
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets382.37M
JHancock Disciplined Value Mid Cap I
Price$27.14
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.3B
FTVSX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTVSX vs. JVMIX commentary
May 24, 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 FTVSX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. FTVSX (382M). FTVSX pays higher dividends than JVMIX: FTVSX (1.53) vs JVMIX (0.85). FTVSX was incepted earlier than JVMIX: FTVSX (7 years) vs JVMIX (28 years). FTVSX (1.03) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FTVSX (33.00). FTVSX has a lower initial minimum investment than JVMIX: FTVSX (100000) vs JVMIX (250000). FTVSX annual gain was more profitable for investors over the last year : 0.11 vs. JVMIX (-5.87). FTVSX return over 5 years is better than : 98.34 vs. JVMIX (58.57).
| FTVSX | JVMIX | FTVSX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 1.03 | 0.88 | 117% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | -4.682 | 1.262 | -371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 21.3B | 2% |
| Annual Yield % from dividends | 1.53 | 0.85 | 179% |
| Returns for 1 year | 0.11 | -5.87 | -2% |
| Returns for 3 years | 13.60 | 8.91 | 153% |
| Returns for 5 years | 98.34 | 58.57 | 168% |
| Returns for 10 years | N/A | 33.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers