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FVIFX vs JVMSX
FVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSX
Fidelity Advisor Value I
Price$32.85
Change+$0.60 (+1.86%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
FVIFX vs JVMSX Comparison Chart
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FVIFX vs. JVMSX commentary
May 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. FVIFX (318M). FVIFX pays higher dividends than JVMSX: FVIFX (1.01) vs JVMSX (0.46). FVIFX was incepted earlier than JVMSX: FVIFX (21 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FVIFX (0.92). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMSX (47.00). FVIFX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -8.45 vs. FVIFX (-14.21). FVIFX return over 5 years is better than : 94.12 vs. JVMSX (50.94).
| FVIFX | JVMSX | FVIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 0.92 | 1.26 | 73% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | -7.989 | -2.424 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 20.6B | 2% |
| Annual Yield % from dividends | 1.01 | 0.46 | 221% |
| Returns for 1 year | -14.21 | -8.45 | 168% |
| Returns for 3 years | 8.11 | 4.66 | 174% |
| Returns for 5 years | 94.12 | 50.94 | 185% |
| Returns for 10 years | 45.93 | 27.80 | 165% |
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