Interact to see
Advertisement
Advertisement
FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
FDVLX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDVLX vs. JVMIX commentary
Oct 19, 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 FDVLX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. FDVLX (8.41B). FDVLX pays higher dividends than JVMIX: FDVLX (1.07) vs JVMIX (0.74). FDVLX was incepted earlier than JVMIX: FDVLX (47 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMIX (49.00). FDVLX has a lower initial minimum investment than JVMIX: FDVLX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -4.87 vs. FDVLX (-11.04). FDVLX (49.46) and JVMIX (47.49) have equivalent 5 years return.
| FDVLX | JVMIX | FDVLX / JVMIX | |
| Total Expense Ratio | 0.81 | 0.85 | 95% |
| Annual Report Gross Expense Ratio | 0.81 | 0.86 | 94% |
| Fund Existence | 47 years | 28 years | - |
| Gain YTD | 5.221 | 9.759 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 23.7B | 35% |
| Annual Yield % from dividends | 1.07 | 0.74 | 144% |
| Returns for 1 year | -11.04 | -4.87 | 227% |
| Returns for 3 years | 15.88 | 25.37 | 63% |
| Returns for 5 years | 49.46 | 47.49 | 104% |
| Returns for 10 years | 36.41 | 51.49 | 71% |
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 % |
| EFAV | 85.29 | 0.56 | +0.66% |
| iShares MSCI EAFE Min Vol Factor ETF | |||
| IDEC | 31.27 | 0.11 | +0.34% |
| Innovator Intl Dev Pwr Bffr ETF - Dec | |||
| BITY | 49.54 | -0.77 | -1.54% |
| Amplify Bitcoin 2% Monthly Opt Inc ETF | |||
| QCLN | 45.53 | -0.79 | -1.70% |
| First Trust NASDAQ® Cln Edge® GrnEngyETF | |||
| KOLD | 38.46 | -2.13 | -5.25% |
| ProShares UltraShort Bloomberg Natrl Gas | |||