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FVIFX vs JVMIX
FVIFX vs JVMIX Comparison
Open Charts FVIFX vs JVMIX
Fidelity Advisor Value I
Price$35.42
Change-$0.15 (-0.42%)
VolumeN/A
Net Assets330.43M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.32B
FVIFX vs JVMIX Comparison Chart in %
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FVIFX vs. JVMIX commentary
Aug 08, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FVIFX (330M). FVIFX pays higher dividends than JVMIX: FVIFX (0.92) vs JVMIX (0.76). FVIFX was incepted earlier than JVMIX: FVIFX (22 years) vs JVMIX (28 years). FVIFX (0.92) and JVMIX (0.88) have similar cost to investors . FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (49.00). FVIFX has a lower initial minimum investment than JVMIX: FVIFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.56 vs. FVIFX (-1.51). FVIFX return over 5 years is better than : 82.18 vs. JVMIX (51.66).
| FVIFX | JVMIX | FVIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 0.92 | 0.88 | 105% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 1.484 | 8.126 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 23.3B | 1% |
| Annual Yield % from dividends | 0.92 | 0.76 | 120% |
| Returns for 1 year | -1.51 | 3.56 | -43% |
| Returns for 3 years | 17.40 | 16.56 | 105% |
| Returns for 5 years | 82.18 | 51.66 | 159% |
| Returns for 10 years | 65.83 | 46.44 | 142% |
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