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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FDVLX vs JVMIX Comparison Chart in %
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FDVLX vs. JVMIX commentary
Dec 04, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. FDVLX (8.49B). FDVLX pays higher dividends than JVMIX: FDVLX (1.04) vs JVMIX (0.74). FDVLX was incepted earlier than JVMIX: FDVLX (47 years) vs JVMIX (29 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 : -5.91 vs. FDVLX (-12.08). FDVLX (34.25) and JVMIX (33.54) 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 | 29 years | - |
| Gain YTD | 9.044 | 12.022 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 24.5B | 35% |
| Annual Yield % from dividends | 1.04 | 0.74 | 141% |
| Returns for 1 year | -12.08 | -5.91 | 205% |
| Returns for 3 years | 8.24 | 14.46 | 57% |
| Returns for 5 years | 34.25 | 33.54 | 102% |
| Returns for 10 years | 57.23 | 50.20 | 114% |
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