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FIMVX vs JVMSX
FIMVX vs JVMSX Comparison
Open Charts FIMVX vs JVMSX
Fidelity Mid Cap Value Index
Price$28.25
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$31.11
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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FIMVX vs JVMSX Comparison Chart
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FIMVX vs. JVMSX commentary
Oct 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FIMVX (918M). FIMVX pays higher dividends than JVMSX: FIMVX (1.75) vs JVMSX (0.52). FIMVX was incepted earlier than JVMSX: FIMVX (5 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. FIMVX (30.00). FIMVX (0) and JVMSX (0) have matching initial minimum investment requirements. FIMVX annual gain was more profitable for investors over the last year : 26.28 vs. JVMSX (21.82). FIMVX return over 5 years is better than : 52.65 vs. JVMSX (48.78).
| FIMVX | JVMSX | FIMVX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 13.407 | 14.055 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 23.9B | 4% |
| Annual Yield % from dividends | 1.75 | 0.52 | 334% |
| Returns for 1 year | 26.28 | 21.82 | 120% |
| Returns for 3 years | 15.76 | 9.16 | 172% |
| Returns for 5 years | 52.65 | 48.78 | 108% |
| Returns for 10 years | N/A | 74.28 | - |
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