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FDVLX vs JVMTX
FDVLX vs JVMTX Comparison
Open Charts FDVLX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FDVLX vs JVMTX Comparison Chart in %
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FDVLX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FDVLX (8.13B). FDVLX pays higher dividends than JVMTX: FDVLX (1.12) vs JVMTX (0.65). FDVLX was incepted earlier than JVMTX: FDVLX (47 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMTX (47.00). FDVLX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FDVLX (-3.90). FDVLX return over 5 years is better than : 70.19 vs. JVMTX (61.96).
| FDVLX | JVMTX | FDVLX / JVMTX | |
| Total Expense Ratio | 0.81 | 1.00 | 81% |
| Annual Report Gross Expense Ratio | 0.81 | 1.11 | 73% |
| Fund Existence | 47 years | 12 years | - |
| Gain YTD | 3.529 | 8.361 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.13B | 22.6B | 36% |
| Annual Yield % from dividends | 1.12 | 0.65 | 173% |
| Returns for 1 year | -3.90 | 3.31 | -118% |
| Returns for 3 years | 14.01 | 23.47 | 60% |
| Returns for 5 years | 70.19 | 61.96 | 113% |
| Returns for 10 years | 27.43 | 46.97 | 58% |
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