FVIFX
Price
$33.72
Change
+$0.78 (+2.37%)
Updated
Dec 1, 6:59 PM EST
JVMAX
Price
$25.69
Change
+$0.40 (+1.58%)
Updated
Dec 1, 6:59 PM EST
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FVIFX vs JVMAX ᐉ Comparison: Which is Better to Invest?

Header iconFVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAXBanner chart's image
Fidelity Advisor® Value I
Price$33.72
Change+$0.78 (+2.37%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$25.69
Change+$0.40 (+1.58%)
VolumeN/A
CapitalizationN/A
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FVIFX vs JVMAX Comparison Chart

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VS
FVIFX vs. JVMAX commentary
Dec 03, 2023

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 Hold.

FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. FVIFX (337M). JVMAX pays higher dividends than FVIFX: JVMAX (0.71) vs FVIFX (0.59). FVIFX was incepted earlier than JVMAX: FVIFX (20 years) vs JVMAX (27 years). JVMAX (1.12) is less costly to investors than FVIFX (0.88). FVIFX is a more actively managed with annual turnover of: 67.00 vs. JVMAX (41.00). FVIFX has a lower initial minimum investment than JVMAX: FVIFX (0) vs JVMAX (1000). JVMAX IRA initial investment is lower compared to FVIFX: JVMAX (1000) vs FVIFX (500). FVIFX annual gain was more profitable for investors over the last year : 6.27 vs. JVMAX (1.37). FVIFX return over 5 years is better than : 43.62 vs. JVMAX (23.36).
FVIFXJVMAXFVIFX / JVMAX
Total Expense Ratio0.881.1179%
Annual Report Gross Expense Ratio0.881.1279%
Fund Existence20 years27 years-
Gain YTD12.02710.590114%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRA500100050%
Net Assets337M20.9B2%
Annual Yield % from dividends0.590.7182%
Returns for 1 year6.271.37457%
Returns for 3 years39.5018.81210%
Returns for 5 years43.6223.36187%
Returns for 10 years78.4558.20135%
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