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FTVSX vs JVMRX
FTVSX vs JVMRX Comparison
Open Charts FTVSX vs JVMRX
FullerThaler Behav Md-Cp Val Instl
Price$30.67
Change+$0.39 (+1.29%)
VolumeN/A
Net Assets359.01M
JHancock Disciplined Value Mid Cap R6
Price$25.02
Change+$0.30 (+1.21%)
VolumeN/A
Net Assets19.53B
FTVSX vs JVMRX Comparison Chart
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FTVSX vs. JVMRX commentary
Apr 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.5B vs. FTVSX (359M). FTVSX pays higher dividends than JVMRX: FTVSX (1.45) vs JVMRX (0.94). 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 : -2.14 vs. JVMRX (-12.42). FTVSX return over 5 years is better than : 100.52 vs. JVMRX (55.10).
| 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 | -10.836 | -8.241 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 19.5B | 2% |
| Annual Yield % from dividends | 1.45 | 0.94 | 155% |
| Returns for 1 year | -2.14 | -12.42 | 17% |
| Returns for 3 years | 0.53 | -7.22 | -7% |
| Returns for 5 years | 100.52 | 55.10 | 182% |
| Returns for 10 years | N/A | 25.11 | - |
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