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FDMLX vs JVMSX
FDMLX vs JVMSX Comparison
Open Charts FDMLX vs JVMSX
Fidelity Series Intrinsic Opps
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$31.11
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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FDMLX vs JVMSX Comparison Chart
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FDMLX vs. JVMSX commentary
Oct 18, 2024
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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FDMLX (3.02B). FDMLX pays higher dividends than JVMSX: FDMLX (1.82) vs JVMSX (0.52). FDMLX was incepted earlier than JVMSX: FDMLX (12 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. FDMLX (35.00). FDMLX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 21.82 vs. FDMLX (17.34). JVMSX return over 5 years is better than : 48.78 vs. FDMLX (-19.65).
| FDMLX | JVMSX | FDMLX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 6.596 | 14.055 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 23.9B | 13% |
| Annual Yield % from dividends | 1.82 | 0.52 | 348% |
| Returns for 1 year | 17.34 | 21.82 | 79% |
| Returns for 3 years | -39.54 | 9.16 | -431% |
| Returns for 5 years | -19.65 | 48.78 | -40% |
| Returns for 10 years | -1.93 | 74.28 | -3% |
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