Interact to see
Advertisement
Advertisement
FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FNKIX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNKIX vs. JVMTX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FNKIX (26.3M). FNKIX pays higher dividends than JVMTX: FNKIX (1.21) vs JVMTX (0.65). FNKIX was incepted earlier than JVMTX: FNKIX (15 years) vs JVMTX (12 years). FNKIX (1.14) and JVMTX (1.11) have similar cost to investors . FNKIX is a more actively managed with annual turnover of: 100.08 vs. JVMTX (47.00). 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 : 23.12 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. FNKIX (45.64).
| FNKIX | JVMTX | FNKIX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 10.311 | 8.361 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3M | 22.6B | 0% |
| Annual Yield % from dividends | 1.21 | 0.65 | 186% |
| Returns for 1 year | 23.12 | 3.31 | 698% |
| Returns for 3 years | 38.83 | 23.47 | 165% |
| Returns for 5 years | 45.64 | 61.96 | 74% |
| Returns for 10 years | 35.30 | 46.97 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement