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FVIFX vs JVMCX
FVIFX vs JVMCX Comparison
Open Charts FVIFX vs JVMCX
Fidelity Advisor Value I
Price$36.00
Change+$0.19 (+0.53%)
VolumeN/A
Net Assets375.76M
JHancock Disciplined Value Mid Cap C
Price$26.25
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets23.13B
FVIFX vs JVMCX Comparison Chart
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FVIFX vs. JVMCX commentary
Jan 19, 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. FVIFX (376M). FVIFX pays higher dividends than JVMCX: FVIFX (0.96) vs JVMCX (0.01). FVIFX was incepted earlier than JVMCX: FVIFX (21 years) vs JVMCX (13 years). FVIFX is a more actively managed with annual turnover of: 75.00 vs. JVMCX (41.00). FVIFX has a lower initial minimum investment than JVMCX: FVIFX (0) vs JVMCX (1000). FVIFX annual gain was more profitable for investors over the last year : 6.55 vs. JVMCX (3.96). FVIFX return over 5 years is better than : 56.58 vs. JVMCX (20.76).
| FVIFX | JVMCX | FVIFX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 2.710 | 3.755 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 23.1B | 2% |
| Annual Yield % from dividends | 0.96 | 0.01 | 6,774% |
| Returns for 1 year | 6.55 | 3.96 | 165% |
| Returns for 3 years | 10.77 | -1.63 | -660% |
| Returns for 5 years | 56.58 | 20.76 | 273% |
| Returns for 10 years | 74.78 | 35.61 | 210% |
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