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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$26.92
Change+$0.29 (+1.09%)
VolumeN/A
Net Assets963.17M
JHancock Disciplined Value Mid Cap I
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
FIMVX vs JVMIX Comparison Chart
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FIMVX vs. JVMIX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.1B vs. FIMVX (963M). FIMVX pays higher dividends than JVMIX: FIMVX (1.77) vs JVMIX (0.83). FIMVX was incepted earlier than JVMIX: FIMVX (6 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FIMVX (0.06). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FIMVX (38.00). 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 : 1.40 vs. JVMIX (-8.65). FIMVX return over 5 years is better than : 113.98 vs. JVMIX (88.14).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | 0.06 | 0.87 | 7% |
| Annual Report Gross Expense Ratio | 0.06 | 0.88 | 7% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | -1.915 | -1.224 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 21.1B | 5% |
| Annual Yield % from dividends | 1.77 | 0.83 | 214% |
| Returns for 1 year | 1.40 | -8.65 | -16% |
| Returns for 3 years | 7.52 | -1.89 | -398% |
| Returns for 5 years | 113.98 | 88.14 | 129% |
| Returns for 10 years | N/A | 33.26 | - |
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