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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$26.45
Change-$0.32 (-1.20%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$29.17
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
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FIMVX vs JVMIX Comparison Chart
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FIMVX vs. JVMIX commentary
Sep 08, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.3B vs. FIMVX (906M). FIMVX pays higher dividends than JVMIX: FIMVX (1.75) vs JVMIX (0.84). FIMVX was incepted earlier than JVMIX: FIMVX (5 years) vs JVMIX (27 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 : 15.81 vs. JVMIX (13.48). FIMVX return over 5 years is better than : 46.95 vs. JVMIX (42.15).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 7.428 | 8.038 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 22.3B | 4% |
| Annual Yield % from dividends | 1.75 | 0.84 | 207% |
| Returns for 1 year | 15.81 | 13.48 | 117% |
| Returns for 3 years | 9.87 | 6.32 | 156% |
| Returns for 5 years | 46.95 | 42.15 | 111% |
| Returns for 10 years | N/A | 55.34 | - |