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FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
Fidelity Advisor Value I
Price$35.42
Change-$0.15 (-0.42%)
VolumeN/A
Net Assets330.43M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.32B
FVIFX vs JVMRX Comparison Chart in %
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FVIFX vs. JVMRX commentary
Aug 08, 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: 23.3B 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 (0.76). 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 : 3.71 vs. FVIFX (-1.51). FVIFX return over 5 years is better than : 82.18 vs. JVMRX (52.18).
| FVIFX | JVMRX | FVIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 0.92 | 0.76 | 121% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 1.484 | 8.203 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 23.3B | 1% |
| Annual Yield % from dividends | 0.92 | 0.86 | 106% |
| Returns for 1 year | -1.51 | 3.71 | -41% |
| Returns for 3 years | 17.40 | 16.84 | 103% |
| Returns for 5 years | 82.18 | 52.18 | 157% |
| Returns for 10 years | 65.83 | 47.32 | 139% |
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