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FIMVX vs JVMCX
FIMVX vs JVMCX Comparison
Open Charts FIMVX vs JVMCX
Fidelity Mid Cap Value Index
Price$26.92
Change+$0.29 (+1.09%)
VolumeN/A
Net Assets963.17M
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
FIMVX vs JVMCX Comparison Chart
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FIMVX 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 FIMVX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.4B vs. FIMVX (963M). FIMVX pays higher dividends than JVMCX: FIMVX (1.77) vs JVMCX (0.00). FIMVX was incepted earlier than JVMCX: FIMVX (6 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FIMVX (0.06). JVMCX is a more actively managed with annual turnover of: 47.00 vs. FIMVX (38.00). FIMVX has a lower initial minimum investment than JVMCX: FIMVX (0) vs JVMCX (1000). FIMVX annual gain was more profitable for investors over the last year : 1.40 vs. JVMCX (-10.16). FIMVX return over 5 years is better than : 113.98 vs. JVMCX (79.77).
| FIMVX | JVMCX | FIMVX / JVMCX | |
| Total Expense Ratio | 0.06 | 1.87 | 3% |
| Annual Report Gross Expense Ratio | 0.06 | 1.88 | 3% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -1.915 | -1.462 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 21.4B | 5% |
| Annual Yield % from dividends | 1.77 | 0.00 | - |
| Returns for 1 year | 1.40 | -10.16 | -14% |
| Returns for 3 years | 7.52 | -4.83 | -156% |
| Returns for 5 years | 113.98 | 79.77 | 143% |
| Returns for 10 years | N/A | 21.87 | - |
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