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FIMVX vs JVMCX
FIMVX vs JVMCX Comparison
Open Charts FIMVX vs JVMCX
Fidelity Mid Cap Value Index
Price$28.33
Change-$0.17 (-0.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$29.44
Change-$0.22 (-0.74%)
VolumeN/A
CapitalizationN/A
FIMVX vs JVMCX Comparison Chart
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FIMVX vs. JVMCX commentary
Nov 18, 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 FIMVX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. FIMVX (892M). FIMVX pays higher dividends than JVMCX: FIMVX (1.75) vs JVMCX (0.01). FIMVX was incepted earlier than JVMCX: FIMVX (5 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 : 25.71 vs. JVMCX (20.18). FIMVX return over 5 years is better than : 48.07 vs. JVMCX (39.35).
| FIMVX | JVMCX | FIMVX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 13.688 | 13.580 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 23.8B | 4% |
| Annual Yield % from dividends | 1.75 | 0.01 | 12,276% |
| Returns for 1 year | 25.71 | 20.18 | 127% |
| Returns for 3 years | 11.76 | 4.67 | 252% |
| Returns for 5 years | 48.07 | 39.35 | 122% |
| Returns for 10 years | N/A | 49.39 | - |
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