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FVLKX vs JVMIX
FVLKX vs JVMIX Comparison
Open Charts FVLKX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FVLKX vs JVMIX Comparison Chart
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FVLKX vs. JVMIX commentary
May 13, 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 FVLKX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. FVLKX (7.51B). FVLKX pays higher dividends than JVMIX: FVLKX (1.17) vs JVMIX (0.85). FVLKX was incepted earlier than JVMIX: FVLKX (17 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FVLKX (0.73). FVLKX is a more actively managed with annual turnover of: 85.00 vs. JVMIX (47.00). FVLKX has a lower initial minimum investment than JVMIX: FVLKX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -7.62 vs. FVLKX (-16.20). FVLKX return over 5 years is better than : 67.87 vs. JVMIX (55.03).
| FVLKX | JVMIX | FVLKX / JVMIX | |
| Total Expense Ratio | 0.73 | 0.87 | 84% |
| Annual Report Gross Expense Ratio | 0.73 | 0.88 | 83% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -5.938 | -1.002 | 593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 20.9B | 36% |
| Annual Yield % from dividends | 1.17 | 0.85 | 137% |
| Returns for 1 year | -16.20 | -7.62 | 213% |
| Returns for 3 years | -1.62 | 7.14 | -23% |
| Returns for 5 years | 67.87 | 55.03 | 123% |
| Returns for 10 years | 14.78 | 33.43 | 44% |
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