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FNKIX vs JVMAX
FNKIX vs JVMAX Comparison
Open Charts FNKIX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$27.01
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets24.6B
FNKIX vs JVMAX Comparison Chart in %
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FNKIX vs. JVMAX 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 FNKIX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.6B vs. FNKIX (31.5M). FNKIX pays higher dividends than JVMAX: FNKIX (1.44) vs JVMAX (0.55). FNKIX was incepted earlier than JVMAX: FNKIX (15 years) vs JVMAX (29 years). FNKIX (1.13) and JVMAX (1.11) have similar cost to investors . FNKIX is a more actively managed with annual turnover of: 105.26 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than FNKIX: JVMAX (1000) vs FNKIX (1000000). FNKIX annual gain was more profitable for investors over the last year : 7.38 vs. JVMAX (5.38). FNKIX return over 5 years is better than : 31.69 vs. JVMAX (18.65).
| FNKIX | JVMAX | FNKIX / JVMAX | |
| Total Expense Ratio | 1.13 | 1.10 | 103% |
| Annual Report Gross Expense Ratio | 1.13 | 1.11 | 102% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 4.068 | 4.812 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5M | 24.6B | 0% |
| Annual Yield % from dividends | 1.44 | 0.55 | 264% |
| Returns for 1 year | 7.38 | 5.38 | 137% |
| Returns for 3 years | 27.93 | 12.48 | 224% |
| Returns for 5 years | 31.69 | 18.65 | 170% |
| Returns for 10 years | 50.84 | 67.30 | 76% |
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