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FVIFX vs JVMSX
FVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSX
Fidelity Advisor Value I
Price$36.10
Change+$0.39 (+1.09%)
VolumeN/A
Net Assets336.13M
JHancock Disciplined Value Mid Cap R2
Price$28.68
Change+$0.35 (+1.24%)
VolumeN/A
Net Assets22.34B
FVIFX vs JVMSX Comparison Chart in %
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FVIFX vs. JVMSX commentary
Jul 03, 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: 22.3B vs. FVIFX (336M). FVIFX pays higher dividends than JVMSX: FVIFX (0.93) vs JVMSX (0.42). FVIFX was incepted earlier than JVMSX: FVIFX (22 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 (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 : 1.23 vs. FVIFX (-1.61). FVIFX return over 5 years is better than : 98.79 vs. JVMSX (56.76).
| FVIFX | JVMSX | FVIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 0.92 | 1.26 | 73% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 1.883 | 5.670 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 22.3B | 2% |
| Annual Yield % from dividends | 0.93 | 0.42 | 221% |
| Returns for 1 year | -1.61 | 1.23 | -131% |
| Returns for 3 years | 27.23 | 19.90 | 137% |
| Returns for 5 years | 98.79 | 56.76 | 174% |
| Returns for 10 years | 63.35 | 40.55 | 156% |
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