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FVLKX vs JVMTX
FVLKX vs JVMTX Comparison
Open Charts FVLKX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
FVLKX vs JVMTX Comparison Chart in %
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FVLKX vs. JVMTX commentary
Jan 15, 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 FVLKX is a Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FVLKX (8.43B). FVLKX pays higher dividends than JVMTX: FVLKX (1.33) vs JVMTX (0.62). FVLKX was incepted earlier than JVMTX: FVLKX (18 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FVLKX (0.73). FVLKX is a more actively managed with annual turnover of: 85.00 vs. JVMTX (49.00). FVLKX (0) and JVMTX (0) have matching initial minimum investment requirements. FVLKX annual gain was more profitable for investors over the last year : 8.13 vs. JVMTX (6.04). FVLKX (21.65) and JVMTX (21.31) have equivalent 5 years return.
| FVLKX | JVMTX | FVLKX / JVMTX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.10 | 66% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 5.495 | 4.812 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 24.7B | 34% |
| Annual Yield % from dividends | 1.33 | 0.62 | 215% |
| Returns for 1 year | 8.13 | 6.04 | 135% |
| Returns for 3 years | 12.26 | 14.24 | 86% |
| Returns for 5 years | 21.65 | 21.31 | 102% |
| Returns for 10 years | 80.51 | 73.13 | 110% |
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