FDVLX
Price
$12.29
Change
-$0.81 (-6.18%)
Updated
Apr 3 closing price
Net Assets
7.95B
JVMCX
Price
$23.82
Change
-$1.40 (-5.55%)
Updated
Apr 3 closing price
Net Assets
21.35B
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FDVLX vs JVMCX

Header iconFDVLX vs JVMCX Comparison
Open Charts FDVLX vs JVMCXBanner chart's image
Fidelity Value
Price$12.29
Change-$0.81 (-6.18%)
VolumeN/A
Net Assets7.95B
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
FDVLX vs JVMCX Comparison Chart
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FDVLX vs. JVMCX commentary
Apr 04, 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 FDVLX is a Buy and JVMCX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.4B vs. FDVLX (7.95B). FDVLX pays higher dividends than JVMCX: FDVLX (1.18) vs JVMCX (0.00). FDVLX was incepted earlier than JVMCX: FDVLX (46 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMCX (47.00). FDVLX has a lower initial minimum investment than JVMCX: FDVLX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -9.44 vs. FDVLX (-14.79). FDVLX return over 5 years is better than : 117.19 vs. JVMCX (81.86).
FDVLXJVMCXFDVLX / JVMCX
Total Expense Ratio0.811.8743%
Annual Report Gross Expense Ratio0.811.8843%
Fund Existence46 years14 years-
Gain YTD-3.676-0.3161,163%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.95B21.4B37%
Annual Yield % from dividends1.180.00-
Returns for 1 year-14.79-9.44157%
Returns for 3 years-9.28-3.54262%
Returns for 5 years117.1981.86143%
Returns for 10 years17.0822.5176%
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