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FVIFX vs JVMIX
FVIFX vs JVMIX Comparison
Open Charts FVIFX vs JVMIX
Fidelity Advisor Value I
Price$33.21
Change-$1.01 (-2.95%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap I
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
FVIFX vs JVMIX Comparison Chart
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FVIFX vs. JVMIX commentary
May 22, 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: 21.8B vs. FVIFX (318M). FVIFX pays higher dividends than JVMIX: FVIFX (1.01) vs JVMIX (0.85). FVIFX was incepted earlier than JVMIX: FVIFX (21 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 (47.00). 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 : -4.22 vs. FVIFX (-10.97). FVIFX return over 5 years is better than : 105.03 vs. JVMIX (62.06).
| FVIFX | JVMIX | FVIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 0.92 | 0.88 | 105% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -2.368 | 3.488 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 21.8B | 1% |
| Annual Yield % from dividends | 1.01 | 0.85 | 119% |
| Returns for 1 year | -10.97 | -4.22 | 260% |
| Returns for 3 years | 14.34 | 13.03 | 110% |
| Returns for 5 years | 105.03 | 62.06 | 169% |
| Returns for 10 years | 52.72 | 36.87 | 143% |
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