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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
FDVLX vs JVMIX Comparison Chart in %
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FDVLX vs. JVMIX commentary
Feb 05, 2026
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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. FDVLX (8.9B). FDVLX pays higher dividends than JVMIX: FDVLX (1.25) vs JVMIX (0.72). FDVLX was incepted earlier than JVMIX: FDVLX (47 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FDVLX (0.68). FDVLX is a more actively managed with annual turnover of: 67.00 vs. JVMIX (49.00). FDVLX has a lower initial minimum investment than JVMIX: FDVLX (0) vs JVMIX (250000). FDVLX annual gain was more profitable for investors over the last year : 8.34 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. FDVLX (21.62).
| FDVLX | JVMIX | FDVLX / JVMIX | |
| Total Expense Ratio | 0.68 | 0.85 | 80% |
| Annual Report Gross Expense Ratio | 0.68 | 0.86 | 79% |
| Fund Existence | 47 years | 29 years | - |
| Gain YTD | 7.184 | 5.206 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 24.7B | 36% |
| Annual Yield % from dividends | 1.25 | 0.72 | 174% |
| Returns for 1 year | 8.34 | 4.96 | 168% |
| Returns for 3 years | 8.35 | 11.72 | 71% |
| Returns for 5 years | 21.62 | 23.04 | 94% |
| Returns for 10 years | 80.31 | 78.79 | 102% |
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