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FTVSX vs JVMRX
FTVSX vs JVMRX Comparison
Open Charts FTVSX vs JVMRX
FullerThaler Behav Md-Cp Val Instl
Price$32.40
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets382.37M
JHancock Disciplined Value Mid Cap R6
Price$27.14
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.3B
FTVSX vs JVMRX Comparison Chart
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FTVSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. FTVSX (382M). FTVSX pays higher dividends than JVMRX: FTVSX (1.53) vs JVMRX (0.96). FTVSX was incepted earlier than JVMRX: FTVSX (7 years) vs JVMRX (14 years). FTVSX (1.03) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FTVSX (33.00). FTVSX has a lower initial minimum investment than JVMRX: FTVSX (100000) vs JVMRX (1000000). FTVSX annual gain was more profitable for investors over the last year : 0.11 vs. JVMRX (-5.76). FTVSX return over 5 years is better than : 98.34 vs. JVMRX (59.16).
| FTVSX | JVMRX | FTVSX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -4.682 | 1.299 | -360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 21.3B | 2% |
| Annual Yield % from dividends | 1.53 | 0.96 | 159% |
| Returns for 1 year | 0.11 | -5.76 | -2% |
| Returns for 3 years | 13.60 | 9.17 | 148% |
| Returns for 5 years | 98.34 | 59.16 | 166% |
| Returns for 10 years | N/A | 34.68 | - |
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