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FVIFX vs JVMAX
FVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAX
Fidelity Advisor Value I
Price$29.94
Change-$1.71 (-5.40%)
VolumeN/A
Net Assets333.12M
JHancock Disciplined Value Mid Cap A
Price$22.71
Change-$1.26 (-5.26%)
VolumeN/A
Net Assets19.09B
FVIFX vs JVMAX Comparison Chart
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FVIFX vs. JVMAX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.1B vs. FVIFX (333M). FVIFX pays higher dividends than JVMAX: FVIFX (0.97) vs JVMAX (0.61). 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 : -17.51 vs. FVIFX (-20.78). FVIFX return over 5 years is better than : 128.73 vs. JVMAX (66.63).
| 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 | -14.579 | -10.661 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 19.1B | 2% |
| Annual Yield % from dividends | 0.97 | 0.61 | 159% |
| Returns for 1 year | -20.78 | -17.51 | 119% |
| Returns for 3 years | -7.23 | -11.27 | 64% |
| Returns for 5 years | 128.73 | 66.63 | 193% |
| Returns for 10 years | 36.60 | 15.91 | 230% |
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