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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$28.33
Change-$0.17 (-0.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FIMVX vs JVMIX Comparison Chart
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FIMVX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. FIMVX (892M). 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 : 25.71 vs. JVMIX (21.59). FIMVX return over 5 years is better than : 48.07 vs. JVMIX (45.01).
| 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 | 13.688 | 14.615 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 23.8B | 4% |
| Annual Yield % from dividends | 1.75 | 0.84 | 207% |
| Returns for 1 year | 25.71 | 21.59 | 119% |
| Returns for 3 years | 11.76 | 7.53 | 156% |
| Returns for 5 years | 48.07 | 45.01 | 107% |
| Returns for 10 years | N/A | 62.42 | - |
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