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FVIFX vs JVMCX
FVIFX vs JVMCX Comparison
Open Charts FVIFX vs JVMCX
Fidelity Advisor Value I
Price$34.80
Change-$0.72 (-2.03%)
VolumeN/A
Net Assets373.3M
JHancock Disciplined Value Mid Cap C
Price$25.79
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
FVIFX vs JVMCX Comparison Chart
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FVIFX vs. JVMCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. FVIFX (373M). FVIFX pays higher dividends than JVMCX: FVIFX (0.96) vs JVMCX (0.01). FVIFX was incepted earlier than JVMCX: FVIFX (21 years) vs JVMCX (14 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 : -2.87 vs. JVMCX (-3.41). FVIFX return over 5 years is better than : 54.26 vs. JVMCX (19.69).
| FVIFX | JVMCX | FVIFX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -0.713 | 1.937 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 373M | 22.5B | 2% |
| Annual Yield % from dividends | 0.96 | 0.01 | 6,774% |
| Returns for 1 year | -2.87 | -3.41 | 84% |
| Returns for 3 years | 10.77 | 0.68 | 1,585% |
| Returns for 5 years | 54.26 | 19.69 | 275% |
| Returns for 10 years | 58.77 | 25.70 | 229% |
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