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FIMVX vs JVMCX
FIMVX vs JVMCX Comparison
Open Charts FIMVX vs JVMCX
Fidelity Mid Cap Value Index
Price$28.32
Change+$0.32 (+1.14%)
VolumeN/A
Net Assets950.49M
JHancock Disciplined Value Mid Cap C
Price$26.45
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets23.09B
FIMVX vs JVMCX Comparison Chart
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FIMVX vs. JVMCX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. FIMVX (950M). FIMVX pays higher dividends than JVMCX: FIMVX (1.75) vs JVMCX (0.01). FIMVX was incepted earlier than JVMCX: FIMVX (6 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. FIMVX (30.00). 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 : 15.47 vs. JVMCX (2.82). FIMVX return over 5 years is better than : 46.39 vs. JVMCX (25.49).
| FIMVX | JVMCX | FIMVX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 3.131 | 3.597 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 23.1B | 4% |
| Annual Yield % from dividends | 1.75 | 0.01 | 12,276% |
| Returns for 1 year | 15.47 | 2.82 | 548% |
| Returns for 3 years | 16.56 | 1.53 | 1,085% |
| Returns for 5 years | 46.39 | 25.49 | 182% |
| Returns for 10 years | N/A | 34.57 | - |
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