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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$35.15
Change+$0.41 (+1.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$32.25
Change+$0.32 (+1.00%)
VolumeN/A
CapitalizationN/A
FIDFX vs JVMIX Comparison Chart
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FIDFX vs. JVMIX commentary
Nov 23, 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: 24.2B vs. FIDFX (1.91B). JVMIX (0.84) and FIDFX (0.82) have matching dividends . FIDFX was incepted earlier than JVMIX: FIDFX (8 years) vs JVMIX (27 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 : 33.60 vs. JVMIX (22.12). FIDFX return over 5 years is better than : 64.78 vs. JVMIX (48.14).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 20.751 | 16.661 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 24.2B | 8% |
| Annual Yield % from dividends | 0.82 | 0.84 | 97% |
| Returns for 1 year | 33.60 | 22.12 | 152% |
| Returns for 3 years | 20.83 | 11.06 | 188% |
| Returns for 5 years | 64.78 | 48.14 | 135% |
| Returns for 10 years | N/A | 63.69 | - |