Interact to see
Advertisement
Advertisement
FDVLX vs JVMSX
FDVLX vs JVMSX Comparison
Open Charts FDVLX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
FDVLX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDVLX vs. JVMSX commentary
Dec 27, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FDVLX (8.49B). FDVLX pays higher dividends than JVMSX: FDVLX (1.04) vs JVMSX (0.40). FDVLX was incepted earlier than JVMSX: FDVLX (47 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMSX (49.00). FDVLX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. FDVLX (2.12). FDVLX (22.25) and JVMSX (22.07) have equivalent 5 years return.
| FDVLX | JVMSX | FDVLX / JVMSX | |
| Total Expense Ratio | 0.81 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 0.81 | 1.25 | 65% |
| Fund Existence | 47 years | 14 years | - |
| Gain YTD | 2.647 | 3.357 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 23.9B | 36% |
| Annual Yield % from dividends | 1.04 | 0.40 | 262% |
| Returns for 1 year | 2.12 | 2.33 | 91% |
| Returns for 3 years | 14.02 | 15.34 | 91% |
| Returns for 5 years | 22.25 | 22.07 | 101% |
| Returns for 10 years | 51.58 | 47.11 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers