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FVCSX vs JVMIX
FVCSX vs JVMIX Comparison
Open Charts FVCSX vs JVMIX
Fidelity Advisor Value Strategies C
Price$28.19
Change-$1.29 (-4.38%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap I
Price$24.36
Change-$0.83 (-3.29%)
VolumeN/A
Net Assets19.9B
FVCSX vs JVMIX Comparison Chart
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FVCSX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.9B vs. FVCSX (1.84B). JVMIX pays higher dividends than FVCSX: JVMIX (0.83) vs FVCSX (0.48). 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 : -12.42 vs. FVCSX (-22.77). FVCSX (51.26) and JVMIX (49.86) 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 | -13.090 | -6.531 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.9B | 9% |
| Annual Yield % from dividends | 0.48 | 0.83 | 58% |
| Returns for 1 year | -22.77 | -12.42 | 183% |
| Returns for 3 years | -13.83 | -5.09 | 272% |
| Returns for 5 years | 51.26 | 49.86 | 103% |
| Returns for 10 years | -19.07 | 25.68 | -74% |
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