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FVIFX vs JVMAX
FVIFX vs JVMAX Comparison
Open Charts FVIFX vs JVMAX
Fidelity Advisor Value I
Price$36.00
Change+$0.25 (+0.70%)
VolumeN/A
Net Assets336.13M
JHancock Disciplined Value Mid Cap A
Price$27.38
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets22.44B
FVIFX vs JVMAX Comparison Chart in %
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FVIFX vs. JVMAX commentary
Jul 09, 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: 22.4B vs. FVIFX (336M). FVIFX pays higher dividends than JVMAX: FVIFX (0.93) vs JVMAX (0.58). FVIFX was incepted earlier than JVMAX: FVIFX (22 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 (49.00). 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 : 2.14 vs. FVIFX (-1.40). FVIFX return over 5 years is better than : 105.93 vs. JVMAX (63.41).
| FVIFX | JVMAX | FVIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 0.92 | 1.13 | 81% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 1.997 | 7.474 | 27% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 22.4B | 2% |
| Annual Yield % from dividends | 0.93 | 0.58 | 161% |
| Returns for 1 year | -1.40 | 2.14 | -65% |
| Returns for 3 years | 27.02 | 20.81 | 130% |
| Returns for 5 years | 105.93 | 63.41 | 167% |
| Returns for 10 years | 64.62 | 41.18 | 157% |
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