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FSMVX vs JVMIX
FSMVX vs JVMIX Comparison
Open Charts FSMVX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FSMVX vs JVMIX Comparison Chart in %
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FSMVX vs. JVMIX commentary
Aug 19, 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 FSMVX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FSMVX (1.69B). FSMVX pays higher dividends than JVMIX: FSMVX (0.87) vs JVMIX (0.76). FSMVX was incepted earlier than JVMIX: FSMVX (24 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (49.00). FSMVX has a lower initial minimum investment than JVMIX: FSMVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. FSMVX (-4.53). FSMVX return over 5 years is better than : 59.36 vs. JVMIX (50.10).
| FSMVX | JVMIX | FSMVX / JVMIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.88 | 94% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 0.398 | 8.980 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.6B | 7% |
| Annual Yield % from dividends | 0.87 | 0.76 | 113% |
| Returns for 1 year | -4.53 | 0.76 | -598% |
| Returns for 3 years | 12.27 | 11.90 | 103% |
| Returns for 5 years | 59.36 | 50.10 | 118% |
| Returns for 10 years | 29.06 | 45.29 | 64% |
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