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FVCSX vs JVMCX
FVCSX vs JVMCX Comparison
Open Charts FVCSX vs JVMCX
Fidelity Advisor Value Strategies C
Price$28.19
Change-$1.29 (-4.38%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap C
Price$22.81
Change-$0.77 (-3.27%)
VolumeN/A
Net Assets19.9B
FVCSX vs JVMCX Comparison Chart
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FVCSX vs. JVMCX 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.9B vs. FVCSX (1.84B). FVCSX pays higher dividends than JVMCX: FVCSX (0.48) vs JVMCX (0.00). FVCSX was incepted earlier than JVMCX: FVCSX (24 years) vs JVMCX (14 years). JVMCX (1.88) and FVCSX (1.84) have similar cost to investors . FVCSX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (47.00). FVCSX has a lower initial minimum investment than JVMCX: FVCSX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -13.88 vs. FVCSX (-22.77). FVCSX return over 5 years is better than : 51.26 vs. JVMCX (43.19).
| FVCSX | JVMCX | FVCSX / JVMCX | |
| Total Expense Ratio | 1.84 | 1.87 | 98% |
| Annual Report Gross Expense Ratio | 1.84 | 1.88 | 98% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -13.090 | -6.798 | 193% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -22.77 | -13.88 | 164% |
| Returns for 3 years | -13.83 | -7.95 | 174% |
| Returns for 5 years | 51.26 | 43.19 | 119% |
| Returns for 10 years | -19.07 | 14.93 | -128% |
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