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FVIFX vs JVMAX
FVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAX
Fidelity Advisor Value I
Price$34.22
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap A
Price$26.28
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets21.85B
FVIFX vs JVMAX Comparison Chart
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FVIFX vs. JVMAX commentary
May 21, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.8B vs. FVIFX (318M). FVIFX pays higher dividends than JVMAX: FVIFX (1.01) vs JVMAX (0.63). FVIFX was incepted earlier than JVMAX: FVIFX (21 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FVIFX (0.92). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMAX (47.00). FVIFX has a lower initial minimum investment than JVMAX: FVIFX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -4.80 vs. FVIFX (-10.91). FVIFX return over 5 years is better than : 105.98 vs. JVMAX (59.04).
| FVIFX | JVMAX | FVIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 0.92 | 1.13 | 81% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -2.197 | 3.737 | -59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 21.8B | 1% |
| Annual Yield % from dividends | 1.01 | 0.63 | 161% |
| Returns for 1 year | -10.91 | -4.80 | 227% |
| Returns for 3 years | 14.54 | 11.73 | 124% |
| Returns for 5 years | 105.98 | 59.04 | 180% |
| Returns for 10 years | 52.99 | 32.04 | 165% |
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