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FVIFX vs JVMIX
FVIFX vs JVMIX Comparison
Open Charts FVIFX vs JVMIX
Fidelity Advisor Value I
Price$34.80
Change-$0.72 (-2.03%)
VolumeN/A
Net Assets373.3M
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
FVIFX vs JVMIX Comparison Chart
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FVIFX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FVIFX (373M). FVIFX pays higher dividends than JVMIX: FVIFX (0.96) vs JVMIX (0.84). FVIFX was incepted earlier than JVMIX: FVIFX (21 years) vs JVMIX (28 years). FVIFX is a more actively managed with annual turnover of: 75.00 vs. JVMIX (41.00). 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 : -1.78 vs. FVIFX (-2.87). FVIFX return over 5 years is better than : 54.26 vs. JVMIX (25.32).
| FVIFX | JVMIX | FVIFX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -0.713 | 2.078 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 373M | 22.5B | 2% |
| Annual Yield % from dividends | 0.96 | 0.84 | 114% |
| Returns for 1 year | -2.87 | -1.78 | 161% |
| Returns for 3 years | 10.77 | 3.80 | 283% |
| Returns for 5 years | 54.26 | 25.32 | 214% |
| Returns for 10 years | 58.77 | 37.52 | 157% |
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