FVIFX
Price
$32.94
Change
+$0.21 (+0.64%)
Updated
Nov 30, 6:59 PM EST
JVMSX
Price
$26.44
Change
+$0.26 (+0.99%)
Updated
Nov 30, 6:59 PM EST
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Compare trend and price FVIFX vs JVMSX

Header iconFVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSXBanner chart's image
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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VS
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).
FVIFXJVMSXFVIFX / JVMSX
Total Expense Ratio0.881.2570%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence20 years12 years-
Gain YTD9.4358.717108%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRA500N/A-
Net Assets305M20.4B1%
Annual Yield % from dividends0.640.60107%
Returns for 1 year3.33-0.26-1,263%
Returns for 3 years38.4018.37209%
Returns for 5 years40.3021.05191%
Returns for 10 years73.8752.36141%
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