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FVCSX vs JVMRX
FVCSX vs JVMRX Comparison
Open Charts FVCSX vs JVMRX
Fidelity Advisor Value Strategies C
Price$32.02
Change+$1.21 (+3.93%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R6
Price$27.56
Change+$0.88 (+3.30%)
VolumeN/A
Net Assets20.89B
FVCSX vs JVMRX Comparison Chart
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FVCSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. FVCSX (1.67B). JVMRX pays higher dividends than FVCSX: JVMRX (0.96) vs FVCSX (0.50). FVCSX was incepted earlier than JVMRX: FVCSX (24 years) vs JVMRX (14 years). FVCSX (1.84) is less costly to investors than JVMRX (0.76). FVCSX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (47.00). FVCSX has a lower initial minimum investment than JVMRX: FVCSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.59 vs. FVCSX (-19.52). JVMRX (68.22) and FVCSX (67.08) have equivalent 5 years return.
| FVCSX | JVMRX | FVCSX / JVMRX | |
| Total Expense Ratio | 1.84 | 0.75 | 245% |
| Annual Report Gross Expense Ratio | 1.84 | 0.76 | 242% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -9.169 | -0.965 | 950% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.9B | 8% |
| Annual Yield % from dividends | 0.50 | 0.96 | 52% |
| Returns for 1 year | -19.52 | -7.59 | 257% |
| Returns for 3 years | -5.73 | 5.99 | -96% |
| Returns for 5 years | 67.08 | 68.22 | 98% |
| Returns for 10 years | -16.66 | 32.42 | -51% |
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