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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$29.71
Change-$2.55 (-7.90%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.24
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
FIDFX vs JVMIX Comparison Chart
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FIDFX vs. JVMIX commentary
Dec 24, 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 FIDFX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.3B vs. FIDFX (2.08B). JVMIX (0.84) and FIDFX (0.82) have matching dividends . FIDFX was incepted earlier than JVMIX: FIDFX (8 years) vs JVMIX (28 years). FIDFX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (41.00). FIDFX has a lower initial minimum investment than JVMIX: FIDFX (0) vs JVMIX (250000). FIDFX annual gain was more profitable for investors over the last year : 4.99 vs. JVMIX (0.12). FIDFX return over 5 years is better than : 38.84 vs. JVMIX (24.00).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 4.256 | -0.574 | -742% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 20.3B | 10% |
| Annual Yield % from dividends | 0.82 | 0.84 | 97% |
| Returns for 1 year | 4.99 | 0.12 | 4,112% |
| Returns for 3 years | 6.29 | 2.64 | 238% |
| Returns for 5 years | 38.84 | 24.00 | 162% |
| Returns for 10 years | N/A | 40.07 | - |
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