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FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
FSMVX vs JVMTX Comparison Chart in %
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FSMVX vs. JVMTX commentary
Feb 05, 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 FSMVX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FSMVX (1.9B). FSMVX pays higher dividends than JVMTX: FSMVX (0.72) vs JVMTX (0.60). FSMVX was incepted earlier than JVMTX: FSMVX (24 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (49.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. FSMVX annual gain was more profitable for investors over the last year : 9.61 vs. JVMTX (4.79). FSMVX return over 5 years is better than : 46.42 vs. JVMTX (22.28).
| FSMVX | JVMTX | FSMVX / JVMTX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.10 | 75% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 7.093 | 5.177 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 24.7B | 8% |
| Annual Yield % from dividends | 0.72 | 0.60 | 120% |
| Returns for 1 year | 9.61 | 4.79 | 201% |
| Returns for 3 years | 27.67 | 11.22 | 247% |
| Returns for 5 years | 46.42 | 22.28 | 208% |
| Returns for 10 years | 77.34 | 76.80 | 101% |
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