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FVCSX vs JVMIX
FVCSX vs JVMIX Comparison
Open Charts FVCSX vs JVMIX
Fidelity Advisor Value Strategies C
Price$32.02
Change+$1.21 (+3.93%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap I
Price$27.56
Change+$0.88 (+3.30%)
VolumeN/A
Net Assets20.89B
FVCSX vs JVMIX Comparison Chart
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FVCSX vs. JVMIX commentary
May 13, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. FVCSX (1.67B). JVMIX pays higher dividends than FVCSX: JVMIX (0.85) vs FVCSX (0.50). FVCSX was incepted earlier than JVMIX: FVCSX (24 years) vs JVMIX (28 years). FVCSX (1.84) is less costly to investors than JVMIX (0.88). FVCSX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (47.00). FVCSX has a lower initial minimum investment than JVMIX: FVCSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -7.69 vs. FVCSX (-19.52). JVMIX (67.70) and FVCSX (67.08) have equivalent 5 years return.
| FVCSX | JVMIX | FVCSX / JVMIX | |
| Total Expense Ratio | 1.84 | 0.87 | 211% |
| Annual Report Gross Expense Ratio | 1.84 | 0.88 | 209% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -9.169 | -1.002 | 915% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.9B | 8% |
| Annual Yield % from dividends | 0.50 | 0.85 | 58% |
| Returns for 1 year | -19.52 | -7.69 | 254% |
| Returns for 3 years | -5.73 | 5.77 | -99% |
| Returns for 5 years | 67.08 | 67.70 | 99% |
| Returns for 10 years | -16.66 | 31.61 | -53% |
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