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Compare predictions FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
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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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).
| FVIFX | JVMRX | FVIFX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 11.920 | 10.943 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 337M | 20.9B | 2% |
| Annual Yield % from dividends | 0.59 | 1.00 | 58% |
| Returns for 1 year | 9.92 | 4.90 | 202% |
| Returns for 3 years | 35.10 | 17.56 | 200% |
| Returns for 5 years | 71.62 | 31.05 | 231% |
| Returns for 10 years | 78.74 | 59.26 | 133% |
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