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FNKIX vs JVMTX
FNKIX vs JVMTX Comparison
Open Charts FNKIX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FNKIX vs JVMTX Comparison Chart
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FNKIX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FNKIX (25.4M). FNKIX pays higher dividends than JVMTX: FNKIX (1.24) vs JVMTX (0.67). 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 : 16.49 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. FNKIX (40.42).
| 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 | 4.515 | 2.453 | 184% |
| 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 | 0.67 | 184% |
| Returns for 1 year | 16.49 | -3.01 | -549% |
| Returns for 3 years | 29.64 | 16.50 | 180% |
| Returns for 5 years | 40.42 | 51.48 | 79% |
| Returns for 10 years | 29.27 | 35.66 | 82% |
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