Interact to see
Advertisement
Advertisement
FASEX vs JVMIX
FASEX vs JVMIX Comparison
Open Charts FASEX vs JVMIX
Nuveen Mid Cap Value Opportunities A
Price$56.43
Change+$0.27 (+0.48%)
VolumeN/A
Net Assets400.44M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FASEX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FASEX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FASEX (400M). FASEX pays higher dividends than JVMIX: FASEX (0.91) vs JVMIX (0.78). FASEX was incepted earlier than JVMIX: FASEX (38 years) vs JVMIX (28 years). FASEX (1.22) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FASEX (20.00). FASEX has a lower initial minimum investment than JVMIX: FASEX (2500) vs JVMIX (250000). FASEX annual gain was more profitable for investors over the last year : 4.98 vs. JVMIX (3.45). FASEX return over 5 years is better than : 72.09 vs. JVMIX (62.76).
| FASEX | JVMIX | FASEX / JVMIX | |
| Total Expense Ratio | 1.13 | 0.87 | 130% |
| Annual Report Gross Expense Ratio | 1.22 | 0.88 | 139% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 3.904 | 8.423 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 22.6B | 2% |
| Annual Yield % from dividends | 0.91 | 0.78 | 117% |
| Returns for 1 year | 4.98 | 3.45 | 144% |
| Returns for 3 years | 20.11 | 23.84 | 84% |
| Returns for 5 years | 72.09 | 62.76 | 115% |
| Returns for 10 years | 65.24 | 48.34 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NVDG | 15.29 | 0.36 | +2.41% |
| Leverage Shares 2X Long Nvda Daily ETF | |||
| SHDG | 30.06 | 0.17 | +0.57% |
| Soundwatch Hedged Equity ETF | |||
| ACWX | 61.25 | 0.16 | +0.26% |
| iShares MSCI ACWI ex US ETF | |||
| NKX | 11.78 | 0.01 | +0.08% |
| Nuveen California AMT-Free Quality Municipal Income Fund | |||
| CIF | 1.75 | -0.01 | -0.57% |
| MFS Intermediate High Income Fund | |||