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FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
Fidelity Advisor Value I
Price$35.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap R6
Price$28.44
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets22B
FVIFX vs JVMRX Comparison Chart in %
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FVIFX vs. JVMRX commentary
Jul 01, 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: 22B vs. FVIFX (328M). FVIFX pays higher dividends than JVMRX: FVIFX (0.97) vs JVMRX (0.91). 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 : 0.86 vs. FVIFX (-3.51). FVIFX return over 5 years is better than : 103.18 vs. JVMRX (64.46).
| 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 | -0.086 | 5.568 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 22B | 1% |
| Annual Yield % from dividends | 0.97 | 0.91 | 106% |
| Returns for 1 year | -3.51 | 0.86 | -407% |
| Returns for 3 years | 22.81 | 20.09 | 114% |
| Returns for 5 years | 103.18 | 64.46 | 160% |
| Returns for 10 years | 60.90 | 45.69 | 133% |
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