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Compare trend and price FVIFX vs JVMSX
FVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSX
Fidelity Advisor® Value I
Price$32.94
Change+$0.21 (+0.64%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$26.44
Change+$0.26 (+0.99%)
VolumeN/A
CapitalizationN/A
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FVIFX vs JVMSX Comparison Chart
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FVIFX vs. JVMSX commentary
Dec 01, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.4B vs. FVIFX (305M). FVIFX pays higher dividends than JVMSX: FVIFX (0.64) vs JVMSX (0.60). FVIFX was incepted earlier than JVMSX: FVIFX (20 years) vs JVMSX (12 years). JVMSX (1.26) is less costly to investors than FVIFX (0.88). FVIFX is a more actively managed with annual turnover of: 67.00 vs. JVMSX (41.00). FVIFX (0) and JVMSX (0) have matching initial minimum investment requirements. FVIFX annual gain was more profitable for investors over the last year : 3.33 vs. JVMSX (-0.26). FVIFX return over 5 years is better than : 40.30 vs. JVMSX (21.05).
| FVIFX | JVMSX | FVIFX / JVMSX | |
| Total Expense Ratio | 0.88 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 9.435 | 8.717 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 305M | 20.4B | 1% |
| Annual Yield % from dividends | 0.64 | 0.60 | 107% |
| Returns for 1 year | 3.33 | -0.26 | -1,263% |
| Returns for 3 years | 38.40 | 18.37 | 209% |
| Returns for 5 years | 40.30 | 21.05 | 191% |
| Returns for 10 years | 73.87 | 52.36 | 141% |
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