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FDVLX vs JVMTX
FDVLX vs JVMTX Comparison
Open Charts FDVLX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
FDVLX vs JVMTX Comparison Chart in %
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FDVLX vs. JVMTX commentary
Jan 15, 2026
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FDVLX (8.43B). FDVLX pays higher dividends than JVMTX: FDVLX (1.32) vs JVMTX (0.62). FDVLX was incepted earlier than JVMTX: FDVLX (47 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMTX (49.00). FDVLX (0) and JVMTX (0) have matching initial minimum investment requirements. FDVLX annual gain was more profitable for investors over the last year : 7.98 vs. JVMTX (6.04). JVMTX (21.31) and FDVLX (21.05) have equivalent 5 years return.
| FDVLX | JVMTX | FDVLX / JVMTX | |
| Total Expense Ratio | 0.81 | 0.99 | 82% |
| Annual Report Gross Expense Ratio | 0.81 | 1.10 | 74% |
| Fund Existence | 47 years | 13 years | - |
| Gain YTD | 5.515 | 4.812 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 24.7B | 34% |
| Annual Yield % from dividends | 1.32 | 0.62 | 214% |
| Returns for 1 year | 7.98 | 6.04 | 132% |
| Returns for 3 years | 11.90 | 14.24 | 84% |
| Returns for 5 years | 21.05 | 21.31 | 99% |
| Returns for 10 years | 79.16 | 73.13 | 108% |
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