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FDVLX vs JVMIX
FDVLX vs JVMIX Comparison
Open Charts FDVLX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FDVLX vs JVMIX Comparison Chart in %
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FDVLX vs. JVMIX commentary
Nov 14, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FDVLX (8.25B). FDVLX pays higher dividends than JVMIX: FDVLX (1.07) vs JVMIX (0.75). 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 : -6.53 vs. FDVLX (-11.80). FDVLX return over 5 years is better than : 39.44 vs. JVMIX (36.37).
| 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 | 6.250 | 9.796 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 24.2B | 34% |
| Annual Yield % from dividends | 1.07 | 0.75 | 143% |
| Returns for 1 year | -11.80 | -6.53 | 181% |
| Returns for 3 years | 6.52 | 15.24 | 43% |
| Returns for 5 years | 39.44 | 36.37 | 108% |
| Returns for 10 years | 42.61 | 50.51 | 84% |
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