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FTVSX vs JVMIX
FTVSX vs JVMIX Comparison
Open Charts FTVSX vs JVMIX
FullerThaler Behav Md-Cp Val Instl
Price$36.25
Change+$0.44 (+1.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$32.25
Change+$0.32 (+1.00%)
VolumeN/A
CapitalizationN/A
FTVSX vs JVMIX Comparison Chart
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FTVSX vs. JVMIX commentary
Nov 23, 2024
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: 24.2B vs. FTVSX (397M). FTVSX pays higher dividends than JVMIX: FTVSX (1.56) vs JVMIX (0.84). FTVSX was incepted earlier than JVMIX: FTVSX (7 years) vs JVMIX (27 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. FTVSX (15.00). 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 : 28.47 vs. JVMIX (22.12). FTVSX return over 5 years is better than : 67.82 vs. JVMIX (48.14).
| FTVSX | JVMIX | FTVSX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 14.519 | 16.661 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 24.2B | 2% |
| Annual Yield % from dividends | 1.56 | 0.84 | 185% |
| Returns for 1 year | 28.47 | 22.12 | 129% |
| Returns for 3 years | 17.99 | 11.06 | 163% |
| Returns for 5 years | 67.82 | 48.14 | 141% |
| Returns for 10 years | N/A | 63.69 | - |