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FVCSX vs JVMAX
FVCSX vs JVMAX Comparison
Open Charts FVCSX vs JVMAX
Fidelity Advisor Value Strategies C
Price$28.19
Change-$1.29 (-4.38%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
FVCSX vs JVMAX Comparison Chart
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FVCSX vs. JVMAX commentary
Apr 11, 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 FVCSX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. FVCSX (1.84B). JVMAX pays higher dividends than FVCSX: JVMAX (0.61) vs FVCSX (0.48). FVCSX was incepted earlier than JVMAX: FVCSX (24 years) vs JVMAX (28 years). FVCSX (1.84) is less costly to investors than JVMAX (1.13). FVCSX is a more actively managed with annual turnover of: 61.00 vs. JVMAX (47.00). FVCSX has a lower initial minimum investment than JVMAX: FVCSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -13.18 vs. FVCSX (-22.77). FVCSX return over 5 years is better than : 51.26 vs. JVMAX (46.66).
| FVCSX | JVMAX | FVCSX / JVMAX | |
| Total Expense Ratio | 1.84 | 1.12 | 164% |
| Annual Report Gross Expense Ratio | 1.84 | 1.13 | 163% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -13.090 | -6.609 | 198% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.9B | 9% |
| Annual Yield % from dividends | 0.48 | 0.61 | 78% |
| Returns for 1 year | -22.77 | -13.18 | 173% |
| Returns for 3 years | -13.83 | -6.52 | 212% |
| Returns for 5 years | 51.26 | 46.66 | 110% |
| Returns for 10 years | -19.07 | 20.81 | -92% |
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