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FNKIX vs JVMSX
FNKIX vs JVMSX Comparison
Open Charts FNKIX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
FNKIX vs JVMSX Comparison Chart in %
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FNKIX vs. JVMSX commentary
Feb 05, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. FNKIX (31.9M). FNKIX pays higher dividends than JVMSX: FNKIX (1.41) vs JVMSX (0.37). FNKIX was incepted earlier than JVMSX: FNKIX (15 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FNKIX (1.13). FNKIX is a more actively managed with annual turnover of: 105.26 vs. JVMSX (49.00). 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 : 4.98 vs. JVMSX (4.49). FNKIX return over 5 years is better than : 27.97 vs. JVMSX (20.95).
| FNKIX | JVMSX | FNKIX / JVMSX | |
| Total Expense Ratio | 1.13 | 1.24 | 91% |
| Annual Report Gross Expense Ratio | 1.13 | 1.25 | 90% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 2.489 | 5.163 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 24.7B | 0% |
| Annual Yield % from dividends | 1.41 | 0.37 | 381% |
| Returns for 1 year | 4.98 | 4.49 | 111% |
| Returns for 3 years | 22.88 | 10.32 | 222% |
| Returns for 5 years | 27.97 | 20.95 | 134% |
| Returns for 10 years | 44.93 | 73.49 | 61% |
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