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FVIFX vs JVMAX
FVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAX
Fidelity Advisor Value I
Price$36.58
Change+$0.41 (+1.13%)
VolumeN/A
Net Assets375.76M
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
FVIFX vs JVMAX Comparison Chart
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FVIFX vs. JVMAX commentary
Jan 31, 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 FVIFX is a Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. FVIFX (376M). FVIFX pays higher dividends than JVMAX: FVIFX (0.96) vs JVMAX (0.67). FVIFX was incepted earlier than JVMAX: FVIFX (21 years) vs JVMAX (28 years). FVIFX is a more actively managed with annual turnover of: 75.00 vs. JVMAX (41.00). FVIFX has a lower initial minimum investment than JVMAX: FVIFX (0) vs JVMAX (1000). FVIFX annual gain was more profitable for investors over the last year : 4.90 vs. JVMAX (3.68). FVIFX return over 5 years is better than : 66.18 vs. JVMAX (28.55).
| FVIFX | JVMAX | FVIFX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 3.195 | 3.659 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 23.1B | 2% |
| Annual Yield % from dividends | 0.96 | 0.67 | 144% |
| Returns for 1 year | 4.90 | 3.68 | 133% |
| Returns for 3 years | 14.59 | 3.11 | 469% |
| Returns for 5 years | 66.18 | 28.55 | 232% |
| Returns for 10 years | 73.59 | 41.55 | 177% |
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