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FVLKX vs JVMSX
FVLKX vs JVMSX Comparison
Open Charts FVLKX vs JVMSX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FVLKX vs JVMSX Comparison Chart in %
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FVLKX vs. JVMSX commentary
Aug 18, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FVLKX (8.14B). FVLKX pays higher dividends than JVMSX: FVLKX (1.06) vs JVMSX (0.41). FVLKX was incepted earlier than JVMSX: FVLKX (17 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FVLKX (0.73). FVLKX is a more actively managed with annual turnover of: 85.00 vs. JVMSX (49.00). FVLKX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. FVLKX (-6.92). FVLKX return over 5 years is better than : 54.51 vs. JVMSX (48.09).
| FVLKX | JVMSX | FVLKX / JVMSX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.73 | 1.26 | 58% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 3.739 | 8.728 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 23.6B | 34% |
| Annual Yield % from dividends | 1.06 | 0.41 | 259% |
| Returns for 1 year | -6.92 | 0.34 | -2,032% |
| Returns for 3 years | 0.08 | 10.96 | 1% |
| Returns for 5 years | 54.51 | 48.09 | 113% |
| Returns for 10 years | 28.92 | 41.60 | 70% |
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