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FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
Fidelity Advisor Value I
Price$34.00
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
FVIFX vs JVMRX Comparison Chart
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FVIFX vs. JVMRX commentary
Jun 15, 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: 21.5B vs. FVIFX (328M). FVIFX pays higher dividends than JVMRX: FVIFX (0.97) vs JVMRX (0.91). 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 : -2.76 vs. FVIFX (-7.44). FVIFX return over 5 years is better than : 90.39 vs. JVMRX (52.66).
| 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 | -2.996 | 2.524 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 21.5B | 2% |
| Annual Yield % from dividends | 0.97 | 0.91 | 106% |
| Returns for 1 year | -7.44 | -2.76 | 269% |
| Returns for 3 years | 18.14 | 17.06 | 106% |
| Returns for 5 years | 90.39 | 52.66 | 172% |
| Returns for 10 years | 52.65 | 37.73 | 140% |
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