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FASEX vs JVMCX
FASEX vs JVMCX Comparison
Open Charts FASEX vs JVMCX
Nuveen Mid Cap Value Opportunities A
Price$56.74
Change-$0.44 (-0.77%)
VolumeN/A
Net Assets376.68M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
FASEX vs JVMCX Comparison Chart in %
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FASEX vs. JVMCX commentary
Aug 18, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. FASEX (377M). FASEX pays higher dividends than JVMCX: FASEX (0.90) 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: 49.00 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 : 2.84 vs. JVMCX (-0.87). FASEX return over 5 years is better than : 60.69 vs. JVMCX (43.38).
| 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 | 4.474 | 8.340 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 23.6B | 2% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 2.84 | -0.87 | -327% |
| Returns for 3 years | 6.67 | 8.57 | 78% |
| Returns for 5 years | 60.69 | 43.38 | 140% |
| Returns for 10 years | 65.28 | 32.89 | 199% |
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