Ad is loading...
FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
Fidelity Advisor Value I
Price$32.25
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
FVIFX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FVIFX vs. JVMRX commentary
May 09, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. FVIFX (318M). FVIFX pays higher dividends than JVMRX: FVIFX (1.01) vs JVMRX (0.96). FVIFX was incepted earlier than JVMRX: FVIFX (21 years) vs JVMRX (14 years). FVIFX (0.92) is less costly to investors than JVMRX (0.76). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMRX (47.00). FVIFX has a lower initial minimum investment than JVMRX: FVIFX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -8.76 vs. FVIFX (-14.03). FVIFX return over 5 years is better than : 94.18 vs. JVMRX (52.42).
| FVIFX | JVMRX | FVIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 0.92 | 0.76 | 121% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -7.960 | -2.932 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 20.6B | 2% |
| Annual Yield % from dividends | 1.01 | 0.96 | 105% |
| Returns for 1 year | -14.03 | -8.76 | 160% |
| Returns for 3 years | 3.87 | 1.62 | 238% |
| Returns for 5 years | 94.18 | 52.42 | 180% |
| Returns for 10 years | 45.72 | 30.90 | 148% |
View a ticker or compare two or three
VS
VS
Ad is loading...