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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$28.07
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets950.49M
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FIMVX vs JVMIX Comparison Chart
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FIMVX vs. JVMIX commentary
Jan 19, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FIMVX (950M). FIMVX pays higher dividends than JVMIX: FIMVX (1.75) vs JVMIX (0.84). FIMVX was incepted earlier than JVMIX: FIMVX (6 years) vs JVMIX (28 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. FIMVX (30.00). FIMVX has a lower initial minimum investment than JVMIX: FIMVX (0) vs JVMIX (250000). FIMVX annual gain was more profitable for investors over the last year : 17.08 vs. JVMIX (5.70). FIMVX return over 5 years is better than : 41.38 vs. JVMIX (26.40).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 3.389 | 3.785 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 23.1B | 4% |
| Annual Yield % from dividends | 1.75 | 0.84 | 207% |
| Returns for 1 year | 17.08 | 5.70 | 300% |
| Returns for 3 years | 13.98 | 1.40 | 999% |
| Returns for 5 years | 41.38 | 26.40 | 157% |
| Returns for 10 years | N/A | 48.25 | - |
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