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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FDVLX vs JVMIX Comparison Chart in %
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FDVLX vs. JVMIX commentary
Aug 18, 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: 23.6B vs. FDVLX (8.14B). FDVLX pays higher dividends than JVMIX: FDVLX (1.11) vs JVMIX (0.76). FDVLX was incepted earlier than JVMIX: FDVLX (47 years) vs JVMIX (28 years). JVMIX (0.88) 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 : 0.76 vs. FDVLX (-7.09). FDVLX return over 5 years is better than : 53.83 vs. JVMIX (50.10).
| FDVLX | JVMIX | FDVLX / JVMIX | |
| Total Expense Ratio | 0.81 | 0.87 | 93% |
| Annual Report Gross Expense Ratio | 0.81 | 0.88 | 92% |
| Fund Existence | 47 years | 28 years | - |
| Gain YTD | 3.676 | 8.980 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 23.6B | 34% |
| Annual Yield % from dividends | 1.11 | 0.76 | 145% |
| Returns for 1 year | -7.09 | 0.76 | -936% |
| Returns for 3 years | -0.27 | 11.90 | -2% |
| Returns for 5 years | 53.83 | 50.10 | 107% |
| Returns for 10 years | 28.04 | 45.29 | 62% |
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