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FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
Fidelity Mid Cap Value
Price$33.49
Change-$0.18 (-0.53%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FSMVX vs JVMTX Comparison Chart
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FSMVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FSMVX (1.92B). 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 : 26.45 vs. JVMTX (16.17). FSMVX return over 5 years is better than : 60.17 vs. JVMTX (42.36).
| 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 | 13.736 | 10.022 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 23.4B | 8% |
| Annual Yield % from dividends | 0.71 | 0.73 | 98% |
| Returns for 1 year | 26.45 | 16.17 | 164% |
| Returns for 3 years | 20.95 | 10.42 | 201% |
| Returns for 5 years | 60.17 | 42.36 | 142% |
| Returns for 10 years | 43.13 | 58.91 | 73% |