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FIMVX vs JVMCX
FIMVX vs JVMCX Comparison
Open Charts FIMVX vs JVMCX
Fidelity Mid Cap Value Index
Price$27.86
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.41B
JHancock Disciplined Value Mid Cap C
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets22B
FIMVX vs JVMCX Comparison Chart in %
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FIMVX vs. JVMCX commentary
Jul 01, 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: 22B vs. FIMVX (1.41B). FIMVX pays higher dividends than JVMCX: FIMVX (1.74) 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: 49.00 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 : 8.27 vs. JVMCX (-0.90). FIMVX return over 5 years is better than : 80.63 vs. JVMCX (56.59).
| 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 | 2.615 | 5.020 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 22B | 6% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 8.27 | -0.90 | -924% |
| Returns for 3 years | 30.45 | 16.25 | 187% |
| Returns for 5 years | 80.63 | 56.59 | 142% |
| Returns for 10 years | N/A | 32.41 | - |
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