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FDMLX vs JVMSX
FDMLX vs JVMSX Comparison
Open Charts FDMLX vs JVMSX
Fidelity Series Intrinsic Opps
Price$11.10
Change+$0.13 (+1.19%)
VolumeN/A
Net Assets2.78B
JHancock Disciplined Value Mid Cap R2
Price$28.94
Change+$0.38 (+1.33%)
VolumeN/A
Net Assets22.77B
FDMLX vs JVMSX Comparison Chart in %
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FDMLX vs. JVMSX commentary
Aug 06, 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 FDMLX is a Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.8B vs. FDMLX (2.78B). FDMLX pays higher dividends than JVMSX: FDMLX (1.98) vs JVMSX (0.41). FDMLX was incepted earlier than JVMSX: FDMLX (13 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FDMLX (0.00). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FDMLX (21.00). FDMLX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.02 vs. FDMLX (-3.00). JVMSX return over 5 years is better than : 49.44 vs. FDMLX (-21.70).
| FDMLX | JVMSX | FDMLX / JVMSX | |
| Total Expense Ratio | 0.00 | 1.25 | - |
| Annual Report Gross Expense Ratio | 0.00 | 1.26 | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.198 | 6.527 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 22.8B | 12% |
| Annual Yield % from dividends | 1.98 | 0.41 | 481% |
| Returns for 1 year | -3.00 | 0.02 | -12,652% |
| Returns for 3 years | -37.59 | 14.13 | -266% |
| Returns for 5 years | -21.70 | 49.44 | -44% |
| Returns for 10 years | -17.54 | 40.94 | -43% |
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