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FSMVX vs JVMIX
FSMVX vs JVMIX Comparison
Open Charts FSMVX vs JVMIX
Fidelity Mid Cap Value
Price$33.49
Change-$0.18 (-0.53%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FSMVX vs JVMIX Comparison Chart
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FSMVX vs. JVMIX commentary
Sep 21, 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 FSMVX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FSMVX (1.92B). JVMIX pays higher dividends than FSMVX: JVMIX (0.84) vs FSMVX (0.71). FSMVX was incepted earlier than JVMIX: FSMVX (23 years) vs JVMIX (27 years). FSMVX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (41.00). FSMVX has a lower initial minimum investment than JVMIX: FSMVX (0) vs JVMIX (250000). FSMVX annual gain was more profitable for investors over the last year : 26.45 vs. JVMIX (16.37). FSMVX return over 5 years is better than : 60.17 vs. JVMIX (43.06).
| FSMVX | JVMIX | FSMVX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 13.736 | 10.157 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 23.4B | 8% |
| Annual Yield % from dividends | 0.71 | 0.84 | 85% |
| Returns for 1 year | 26.45 | 16.37 | 162% |
| Returns for 3 years | 20.95 | 10.72 | 195% |
| Returns for 5 years | 60.17 | 43.06 | 140% |
| Returns for 10 years | 43.13 | 60.49 | 71% |
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