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FVIFX vs JVMAX
FVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAX
Fidelity Advisor Value I
Price$40.54
Change-$0.20 (-0.49%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FVIFX vs JVMAX Comparison Chart
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FVIFX vs. JVMAX commentary
Nov 18, 2024
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: 23.8B vs. FVIFX (380M). FVIFX pays higher dividends than JVMAX: FVIFX (0.96) vs JVMAX (0.67). FVIFX was incepted earlier than JVMAX: FVIFX (21 years) vs JVMAX (27 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 : 27.21 vs. JVMAX (21.07). FVIFX return over 5 years is better than : 76.16 vs. JVMAX (42.69).
| FVIFX | JVMAX | FVIFX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 13.812 | 14.313 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 23.8B | 2% |
| Annual Yield % from dividends | 0.96 | 0.67 | 144% |
| Returns for 1 year | 27.21 | 21.07 | 129% |
| Returns for 3 years | 18.47 | 6.26 | 295% |
| Returns for 5 years | 76.16 | 42.69 | 178% |
| Returns for 10 years | 90.74 | 56.97 | 159% |