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FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.03
Change+$0.28 (+0.97%)
VolumeN/A
Net Assets24.68B
FNKIX vs JVMTX Comparison Chart in %
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FNKIX vs. JVMTX commentary
Jan 16, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FNKIX (32.1M). FNKIX pays higher dividends than JVMTX: FNKIX (1.44) vs JVMTX (0.62). FNKIX was incepted earlier than JVMTX: FNKIX (15 years) vs JVMTX (13 years). FNKIX (1.13) and JVMTX (1.10) have similar cost to investors . FNKIX is a more actively managed with annual turnover of: 105.26 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 : 7.81 vs. JVMTX (5.87). FNKIX return over 5 years is better than : 33.69 vs. JVMTX (22.49).
| FNKIX | JVMTX | FNKIX / JVMTX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.13 | 1.10 | 103% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 5.647 | 5.833 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 24.7B | 0% |
| Annual Yield % from dividends | 1.44 | 0.62 | 232% |
| Returns for 1 year | 7.81 | 5.87 | 133% |
| Returns for 3 years | 29.87 | 15.35 | 195% |
| Returns for 5 years | 33.69 | 22.49 | 150% |
| Returns for 10 years | 53.13 | 74.82 | 71% |
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