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FVIFX vs JVMAX ᐉ Comparison: Which is Better to Invest?
FVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAX
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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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).
| FVIFX | JVMAX | FVIFX / JVMAX | |
| Total Expense Ratio | 0.88 | 1.11 | 79% |
| Annual Report Gross Expense Ratio | 0.88 | 1.12 | 79% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 12.027 | 10.590 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 337M | 20.9B | 2% |
| Annual Yield % from dividends | 0.59 | 0.71 | 82% |
| Returns for 1 year | 6.27 | 1.37 | 457% |
| Returns for 3 years | 39.50 | 18.81 | 210% |
| Returns for 5 years | 43.62 | 23.36 | 187% |
| Returns for 10 years | 78.45 | 58.20 | 135% |
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