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FVLKX vs JVMIX
FVLKX vs JVMIX Comparison
Open Charts FVLKX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
FVLKX vs JVMIX Comparison Chart in %
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FVLKX vs. JVMIX commentary
Sep 09, 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 FVLKX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FVLKX (8.47B). FVLKX pays higher dividends than JVMIX: FVLKX (1.02) vs JVMIX (0.74). FVLKX was incepted earlier than JVMIX: FVLKX (17 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FVLKX (0.73). FVLKX is a more actively managed with annual turnover of: 85.00 vs. JVMIX (49.00). FVLKX has a lower initial minimum investment than JVMIX: FVLKX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. FVLKX (-4.14). FVLKX return over 5 years is better than : 60.64 vs. JVMIX (54.86).
| FVLKX | JVMIX | FVLKX / JVMIX | |
| Total Expense Ratio | 0.73 | 0.85 | 86% |
| Annual Report Gross Expense Ratio | 0.73 | 0.86 | 85% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 7.185 | 11.985 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 24.3B | 35% |
| Annual Yield % from dividends | 1.02 | 0.74 | 137% |
| Returns for 1 year | -4.14 | 2.91 | -143% |
| Returns for 3 years | 14.32 | 24.95 | 57% |
| Returns for 5 years | 60.64 | 54.86 | 111% |
| Returns for 10 years | 41.32 | 58.60 | 71% |
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