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FVIFX vs JVMIX
FVIFX vs JVMIX Comparison
Open Charts FVIFX vs JVMIX
Fidelity Advisor Value I
Price$36.00
Change+$0.19 (+0.53%)
VolumeN/A
Net Assets375.76M
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FVIFX vs JVMIX Comparison Chart
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FVIFX vs. JVMIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FVIFX (376M). 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). FVIFX annual gain was more profitable for investors over the last year : 6.55 vs. JVMIX (5.70). FVIFX return over 5 years is better than : 56.58 vs. JVMIX (26.40).
| 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 | 2.710 | 3.785 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 23.1B | 2% |
| Annual Yield % from dividends | 0.96 | 0.84 | 114% |
| Returns for 1 year | 6.55 | 5.70 | 115% |
| Returns for 3 years | 10.77 | 1.40 | 770% |
| Returns for 5 years | 56.58 | 26.40 | 214% |
| Returns for 10 years | 74.78 | 48.25 | 155% |
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