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FNKIX vs JVMSX
FNKIX vs JVMSX Comparison
Open Charts FNKIX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FNKIX vs JVMSX Comparison Chart
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FNKIX vs. JVMSX commentary
Jun 16, 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 FNKIX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FNKIX (25.4M). FNKIX pays higher dividends than JVMSX: FNKIX (1.24) vs JVMSX (0.43). FNKIX was incepted earlier than JVMSX: FNKIX (15 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FNKIX (1.14). FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than FNKIX: JVMSX (0) vs FNKIX (1000000). FNKIX annual gain was more profitable for investors over the last year : 16.49 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. FNKIX (40.42).
| FNKIX | JVMSX | FNKIX / JVMSX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.26 | 90% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 4.515 | 2.313 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 21.5B | 0% |
| Annual Yield % from dividends | 1.24 | 0.43 | 286% |
| Returns for 1 year | 16.49 | -3.29 | -501% |
| Returns for 3 years | 29.64 | 15.80 | 188% |
| Returns for 5 years | 40.42 | 50.13 | 81% |
| Returns for 10 years | 29.27 | 33.43 | 88% |
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