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FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
Fidelity Mid Cap Value
Price$32.80
Change-$1.16 (-3.42%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
FSMVX vs JVMTX Comparison Chart
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FSMVX vs. JVMTX commentary
Dec 19, 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 Sell and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FSMVX (2.08B). 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 : 18.53 vs. JVMTX (11.00). FSMVX return over 5 years is better than : 55.46 vs. JVMTX (41.32).
| 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 | 16.621 | 13.021 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 23.4B | 9% |
| Annual Yield % from dividends | 0.71 | 0.73 | 98% |
| Returns for 1 year | 18.53 | 11.00 | 168% |
| Returns for 3 years | 19.79 | 17.45 | 113% |
| Returns for 5 years | 55.46 | 41.32 | 134% |
| Returns for 10 years | 46.11 | 59.48 | 78% |
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