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FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
Fidelity Advisor Value I
Price$37.39
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets330.43M
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets24.02B
FVIFX vs JVMRX Comparison Chart in %
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FVIFX vs. JVMRX commentary
Aug 28, 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: 24B vs. FVIFX (330M). FVIFX pays higher dividends than JVMRX: FVIFX (0.92) vs JVMRX (0.86). FVIFX was incepted earlier than JVMRX: FVIFX (22 years) vs JVMRX (14 years). FVIFX (0.92) is less costly to investors than JVMRX (0.75). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMRX (49.00). 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 : 0.20 vs. FVIFX (-4.21). FVIFX return over 5 years is better than : 85.87 vs. JVMRX (52.58).
| FVIFX | JVMRX | FVIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 6.077 | 11.136 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 24B | 1% |
| Annual Yield % from dividends | 0.92 | 0.86 | 106% |
| Returns for 1 year | -4.21 | 0.20 | -2,119% |
| Returns for 3 years | 21.54 | 20.15 | 107% |
| Returns for 5 years | 85.87 | 52.58 | 163% |
| Returns for 10 years | 80.26 | 57.05 | 141% |
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