Ad is loading...
FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
Fidelity Mid Cap Value
Price$34.93
Change-$0.45 (-1.27%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.89
Change-$0.29 (-0.90%)
VolumeN/A
CapitalizationN/A
FSMVX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMVX vs. JVMTX commentary
Nov 13, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FSMVX (1.91B). JVMTX (0.73) and FSMVX (0.71) have matching dividends . FSMVX was incepted earlier than JVMTX: FSMVX (23 years) vs JVMTX (11 years). FSMVX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (41.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. FSMVX annual gain was more profitable for investors over the last year : 41.40 vs. JVMTX (27.76). FSMVX return over 5 years is better than : 65.20 vs. JVMTX (49.52).
| FSMVX | JVMTX | FSMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 21.497 | 17.703 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 24.5B | 8% |
| Annual Yield % from dividends | 0.71 | 0.73 | 98% |
| Returns for 1 year | 41.40 | 27.76 | 149% |
| Returns for 3 years | 19.86 | 10.32 | 192% |
| Returns for 5 years | 65.20 | 49.52 | 132% |
| Returns for 10 years | 48.76 | 66.60 | 73% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers