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FVIFX vs JVMIX
FVIFX vs JVMIX Comparison
Open Charts FVIFX vs JVMIX
Fidelity Advisor Value I
Price$31.65
Change-$2.09 (-6.19%)
VolumeN/A
Net Assets333.12M
JHancock Disciplined Value Mid Cap I
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
FVIFX vs JVMIX Comparison Chart
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FVIFX vs. JVMIX commentary
Apr 05, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.4B vs. FVIFX (333M). FVIFX pays higher dividends than JVMIX: FVIFX (0.97) vs JVMIX (0.83). 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 : -7.93 vs. FVIFX (-11.69). FVIFX return over 5 years is better than : 157.76 vs. JVMIX (90.33).
| 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 | -3.738 | -0.074 | 5,036% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 21.4B | 2% |
| Annual Yield % from dividends | 0.97 | 0.83 | 117% |
| Returns for 1 year | -11.69 | -7.93 | 148% |
| Returns for 3 years | 2.71 | -0.56 | -481% |
| Returns for 5 years | 157.76 | 90.33 | 175% |
| Returns for 10 years | 53.40 | 33.98 | 157% |
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