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FIMVX vs JVMTX
FIMVX vs JVMTX Comparison
Open Charts FIMVX vs JVMTX
Fidelity Mid Cap Value Index
Price$28.25
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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FIMVX vs JVMTX Comparison Chart
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FIMVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. FIMVX (918M). FIMVX pays higher dividends than JVMTX: FIMVX (1.75) vs JVMTX (0.73). FIMVX was incepted earlier than JVMTX: FIMVX (5 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FIMVX (30.00). FIMVX (0) and JVMTX (0) have matching initial minimum investment requirements. FIMVX annual gain was more profitable for investors over the last year : 26.28 vs. JVMTX (22.10). FIMVX return over 5 years is better than : 52.65 vs. JVMTX (50.01).
| FIMVX | JVMTX | FIMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 13.407 | 14.265 | 94% |
| 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 | 0.73 | 240% |
| Returns for 1 year | 26.28 | 22.10 | 119% |
| Returns for 3 years | 15.76 | 9.74 | 162% |
| Returns for 5 years | 52.65 | 50.01 | 105% |
| Returns for 10 years | N/A | 77.06 | - |
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