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FVIFX vs JVMSX
FVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSX
Fidelity Advisor Value I
Price$37.36
Change-$0.43 (-1.14%)
VolumeN/A
Net Assets341.26M
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets24.23B
FVIFX vs JVMSX Comparison Chart in %
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FVIFX vs. JVMSX commentary
Sep 15, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. FVIFX (341M). 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 : 3.08 vs. FVIFX (-0.54). FVIFX return over 5 years is better than : 92.01 vs. JVMSX (56.05).
| 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 | 6.591 | 12.272 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 24.2B | 1% |
| Annual Yield % from dividends | 0.88 | 0.40 | 219% |
| Returns for 1 year | -0.54 | 3.08 | -18% |
| Returns for 3 years | 25.78 | 22.41 | 115% |
| Returns for 5 years | 92.01 | 56.05 | 164% |
| Returns for 10 years | 83.95 | 54.74 | 153% |
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