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FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.3B
FNKIX vs JVMTX Comparison Chart in %
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FNKIX vs. JVMTX commentary
Sep 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 FNKIX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. FNKIX (30.6M). FNKIX pays higher dividends than JVMTX: FNKIX (1.14) vs JVMTX (0.62). FNKIX was incepted earlier than JVMTX: FNKIX (15 years) vs JVMTX (12 years). FNKIX (1.14) and JVMTX (1.10) have similar cost to investors . FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than FNKIX: JVMTX (0) vs FNKIX (1000000). FNKIX annual gain was more profitable for investors over the last year : 22.23 vs. JVMTX (2.74). JVMTX return over 5 years is better than : 54.13 vs. FNKIX (46.16).
| FNKIX | JVMTX | FNKIX / JVMTX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.10 | 104% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 14.887 | 11.891 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6M | 24.3B | 0% |
| Annual Yield % from dividends | 1.14 | 0.62 | 184% |
| Returns for 1 year | 22.23 | 2.74 | 812% |
| Returns for 3 years | 37.57 | 24.58 | 153% |
| Returns for 5 years | 46.16 | 54.13 | 85% |
| Returns for 10 years | 44.52 | 57.10 | 78% |
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