Interact to see
Advertisement
Advertisement
FASEX vs JVMRX
FASEX vs JVMRX Comparison
Open Charts FASEX vs JVMRX
Nuveen Mid Cap Value Opportunities A
Price$57.56
Change+$0.49 (+0.86%)
VolumeN/A
Net Assets393.91M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FASEX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FASEX vs. JVMRX commentary
Jul 27, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FASEX (394M). FASEX (0.91) and JVMRX (0.88) have matching dividends . FASEX was incepted earlier than JVMRX: FASEX (38 years) vs JVMRX (14 years). FASEX (1.22) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FASEX (20.00). FASEX has a lower initial minimum investment than JVMRX: FASEX (2500) vs JVMRX (1000000). FASEX annual gain was more profitable for investors over the last year : 3.88 vs. JVMRX (1.28). FASEX return over 5 years is better than : 71.74 vs. JVMRX (58.56).
| FASEX | JVMRX | FASEX / JVMRX | |
| Total Expense Ratio | 1.13 | 0.75 | 151% |
| Annual Report Gross Expense Ratio | 1.22 | 0.76 | 161% |
| Fund Existence | 38 years | 14 years | - |
| Gain YTD | 5.984 | 9.354 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 23.1B | 2% |
| Annual Yield % from dividends | 0.91 | 0.88 | 103% |
| Returns for 1 year | 3.88 | 1.28 | 304% |
| Returns for 3 years | 18.38 | 21.72 | 85% |
| Returns for 5 years | 71.74 | 58.56 | 122% |
| Returns for 10 years | 70.81 | 51.14 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers