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FTVSX vs JVMIX
FTVSX vs JVMIX Comparison
Open Charts FTVSX vs JVMIX
FullerThaler Behav Md-Cp Val Instl
Price$35.21
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets411.39M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FTVSX vs JVMIX Comparison Chart in %
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FTVSX vs. JVMIX commentary
Jul 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 FTVSX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FTVSX (411M). FTVSX pays higher dividends than JVMIX: FTVSX (1.42) vs JVMIX (0.78). FTVSX was incepted earlier than JVMIX: FTVSX (8 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: 49.00 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 : 12.89 vs. JVMIX (3.45). FTVSX return over 5 years is better than : 102.83 vs. JVMIX (62.76).
| FTVSX | JVMIX | FTVSX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 1.03 | 0.88 | 117% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 3.681 | 8.423 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 22.6B | 2% |
| Annual Yield % from dividends | 1.42 | 0.78 | 183% |
| Returns for 1 year | 12.89 | 3.45 | 374% |
| Returns for 3 years | 28.56 | 23.84 | 120% |
| Returns for 5 years | 102.83 | 62.76 | 164% |
| Returns for 10 years | N/A | 48.34 | - |
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