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FMVQX vs JVMRX
FMVQX vs JVMRX Comparison
Open Charts FMVQX vs JVMRX
Nuveen Mid Cap Value Opportunities R6
Price$57.07
Change+$0.28 (+0.49%)
VolumeN/A
Net Assets400.44M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FMVQX vs JVMRX Comparison Chart in %
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FMVQX vs. JVMRX 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 FMVQX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FMVQX (400M). FMVQX pays higher dividends than JVMRX: FMVQX (1.29) vs JVMRX (0.88). FMVQX was incepted earlier than JVMRX: FMVQX (7 years) vs JVMRX (14 years). FMVQX (0.84) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FMVQX (20.00). FMVQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FMVQX annual gain was more profitable for investors over the last year : 5.45 vs. JVMRX (3.59). FMVQX return over 5 years is better than : 75.80 vs. JVMRX (63.32).
| FMVQX | JVMRX | FMVQX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.84 | 0.76 | 111% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 4.142 | 8.500 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 22.6B | 2% |
| Annual Yield % from dividends | 1.29 | 0.88 | 147% |
| Returns for 1 year | 5.45 | 3.59 | 152% |
| Returns for 3 years | 21.72 | 24.14 | 90% |
| Returns for 5 years | 75.80 | 63.32 | 120% |
| Returns for 10 years | N/A | 49.30 | - |
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