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FDVLX vs JVMSX
FDVLX vs JVMSX Comparison
Open Charts FDVLX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FDVLX vs JVMSX Comparison Chart in %
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FDVLX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FDVLX (8.14B). FDVLX pays higher dividends than JVMSX: FDVLX (1.11) vs JVMSX (0.41). FDVLX was incepted earlier than JVMSX: FDVLX (47 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 0.34 vs. FDVLX (-7.09). FDVLX return over 5 years is better than : 53.83 vs. JVMSX (48.09).
| FDVLX | JVMSX | FDVLX / JVMSX | |
| Total Expense Ratio | 0.81 | 1.25 | 65% |
| Annual Report Gross Expense Ratio | 0.81 | 1.26 | 64% |
| Fund Existence | 47 years | 13 years | - |
| Gain YTD | 3.676 | 8.728 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 23.6B | 34% |
| Annual Yield % from dividends | 1.11 | 0.41 | 270% |
| Returns for 1 year | -7.09 | 0.34 | -2,080% |
| Returns for 3 years | -0.27 | 10.96 | -2% |
| Returns for 5 years | 53.83 | 48.09 | 112% |
| Returns for 10 years | 28.04 | 41.60 | 67% |
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