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FTVSX vs JVMIX
FTVSX vs JVMIX Comparison
Open Charts FTVSX vs JVMIX
FullerThaler Behav Md-Cp Val Instl
Price$29.80
Change-$1.36 (-4.36%)
VolumeN/A
Net Assets374.36M
JHancock Disciplined Value Mid Cap I
Price$24.36
Change-$0.83 (-3.29%)
VolumeN/A
Net Assets19.9B
FTVSX vs JVMIX Comparison Chart
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FTVSX vs. JVMIX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.9B vs. FTVSX (374M). FTVSX pays higher dividends than JVMIX: FTVSX (1.45) vs JVMIX (0.83). 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 : -2.32 vs. JVMIX (-12.42). FTVSX return over 5 years is better than : 93.64 vs. JVMIX (49.86).
| 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 | -8.245 | -6.531 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 19.9B | 2% |
| Annual Yield % from dividends | 1.45 | 0.83 | 175% |
| Returns for 1 year | -2.32 | -12.42 | 19% |
| Returns for 3 years | 3.68 | -5.09 | -72% |
| Returns for 5 years | 93.64 | 49.86 | 188% |
| Returns for 10 years | N/A | 25.68 | - |
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