FVIFX
Price
$33.31
Change
+$0.25 (+0.76%)
Updated
Dec 8, 6:59 PM EST
JVMRX
Price
$27.07
Change
+$0.15 (+0.56%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions FVIFX vs JVMRX

Header iconFVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRXBanner chart's image
Fidelity Advisor® Value I
Price$33.31
Change+$0.25 (+0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$27.07
Change+$0.15 (+0.56%)
VolumeN/A
CapitalizationN/A
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FVIFX vs JVMRX Comparison Chart

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VS
FVIFX vs. JVMRX commentary
Dec 11, 2023

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 Hold.

FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. FVIFX (337M). JVMRX pays higher dividends than FVIFX: JVMRX (1.00) vs FVIFX (0.59). FVIFX was incepted earlier than JVMRX: FVIFX (20 years) vs JVMRX (12 years). FVIFX (0.88) is less costly to investors than JVMRX (0.76). FVIFX is a more actively managed with annual turnover of: 67.00 vs. JVMRX (41.00). FVIFX has a lower initial minimum investment than JVMRX: FVIFX (0) vs JVMRX (1000000). FVIFX annual gain was more profitable for investors over the last year : 9.92 vs. JVMRX (4.90). FVIFX return over 5 years is better than : 71.62 vs. JVMRX (31.05).
FVIFXJVMRXFVIFX / JVMRX
Total Expense Ratio0.880.75117%
Annual Report Gross Expense Ratio0.880.76116%
Fund Existence20 years12 years-
Gain YTD11.92010.943109%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRA500N/A-
Net Assets337M20.9B2%
Annual Yield % from dividends0.591.0058%
Returns for 1 year9.924.90202%
Returns for 3 years35.1017.56200%
Returns for 5 years71.6231.05231%
Returns for 10 years78.7459.26133%
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