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FVIFX vs JVMSX
FVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSX
Fidelity Advisor Value I
Price$37.24
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets333.44M
JHancock Disciplined Value Mid Cap R2
Price$29.51
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets23.95B
FVIFX vs JVMSX Comparison Chart in %
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FVIFX vs. JVMSX commentary
Oct 16, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FVIFX (333M). FVIFX pays higher dividends than JVMSX: FVIFX (0.88) vs JVMSX (0.40). FVIFX was incepted earlier than JVMSX: FVIFX (22 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FVIFX (0.92). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMSX (49.00). FVIFX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.95 vs. FVIFX (-6.36). FVIFX return over 5 years is better than : 78.07 vs. JVMSX (46.17).
| FVIFX | JVMSX | FVIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 5.763 | 9.959 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 23.9B | 1% |
| Annual Yield % from dividends | 0.88 | 0.40 | 221% |
| Returns for 1 year | -6.36 | -3.95 | 161% |
| Returns for 3 years | 37.66 | 29.65 | 127% |
| Returns for 5 years | 78.07 | 46.17 | 169% |
| Returns for 10 years | 79.48 | 48.27 | 165% |
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