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FVLKX vs JVMTX
FVLKX vs JVMTX Comparison
Open Charts FVLKX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
FVLKX vs JVMTX Comparison Chart in %
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FVLKX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. FVLKX (8.47B). FVLKX pays higher dividends than JVMTX: FVLKX (1.02) vs JVMTX (0.62). FVLKX was incepted earlier than JVMTX: FVLKX (17 years) vs JVMTX (12 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. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. FVLKX (-4.14). FVLKX return over 5 years is better than : 60.64 vs. JVMTX (54.13).
| FVLKX | JVMTX | FVLKX / JVMTX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.10 | 66% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 7.185 | 11.891 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 24.4B | 35% |
| Annual Yield % from dividends | 1.02 | 0.62 | 164% |
| Returns for 1 year | -4.14 | 2.74 | -151% |
| Returns for 3 years | 14.32 | 24.58 | 58% |
| Returns for 5 years | 60.64 | 54.13 | 112% |
| Returns for 10 years | 41.32 | 57.10 | 72% |
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