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FASEX vs JVMCX
FASEX vs JVMCX Comparison
Open Charts FASEX vs JVMCX
Nuveen Mid Cap Value Opportunities A
Price$56.43
Change+$0.27 (+0.48%)
VolumeN/A
Net Assets400.44M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
FASEX vs JVMCX Comparison Chart in %
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FASEX vs. JVMCX commentary
Jul 07, 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 FASEX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. FASEX (400M). FASEX pays higher dividends than JVMCX: FASEX (0.91) vs JVMCX (0.00). FASEX was incepted earlier than JVMCX: FASEX (38 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FASEX (1.22). JVMCX is a more actively managed with annual turnover of: 47.00 vs. FASEX (20.00). JVMCX has a lower initial minimum investment than FASEX: JVMCX (1000) vs FASEX (2500). FASEX annual gain was more profitable for investors over the last year : 4.98 vs. JVMCX (1.79). FASEX return over 5 years is better than : 72.09 vs. JVMCX (55.49).
| FASEX | JVMCX | FASEX / JVMCX | |
| Total Expense Ratio | 1.13 | 1.87 | 60% |
| Annual Report Gross Expense Ratio | 1.22 | 1.88 | 65% |
| Fund Existence | 38 years | 14 years | - |
| Gain YTD | 3.904 | 7.905 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 22.6B | 2% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | 4.98 | 1.79 | 278% |
| Returns for 3 years | 20.11 | 20.12 | 100% |
| Returns for 5 years | 72.09 | 55.49 | 130% |
| Returns for 10 years | 65.24 | 35.64 | 183% |
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