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FSLSX vs JVMAX
FSLSX vs JVMAX Comparison
Open Charts FSLSX vs JVMAX
Fidelity Value Strategies
Price$51.46
Change+$0.72 (+1.42%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
FSLSX vs JVMAX Comparison Chart
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FSLSX vs. JVMAX 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 FSLSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. FSLSX (1.84B). FSLSX pays higher dividends than JVMAX: FSLSX (0.81) vs JVMAX (0.61). FSLSX was incepted earlier than JVMAX: FSLSX (41 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FSLSX (0.80). FSLSX is a more actively managed with annual turnover of: 61.00 vs. JVMAX (47.00). FSLSX has a lower initial minimum investment than JVMAX: FSLSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -9.43 vs. FSLSX (-13.12). FSLSX return over 5 years is better than : 127.33 vs. JVMAX (84.10).
| FSLSX | JVMAX | FSLSX / JVMAX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.13 | 71% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | -7.256 | -1.298 | 559% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 21.1B | 9% |
| Annual Yield % from dividends | 0.81 | 0.61 | 132% |
| Returns for 1 year | -13.12 | -9.43 | 139% |
| Returns for 3 years | -1.34 | -3.39 | 40% |
| Returns for 5 years | 127.33 | 84.10 | 151% |
| Returns for 10 years | 17.36 | 28.12 | 62% |