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FVIFX vs JVMTX
FVIFX vs JVMTX Comparison
Open Charts FVIFX vs JVMTX
Fidelity Advisor Value I
Price$32.25
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
FVIFX vs JVMTX Comparison Chart
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FVIFX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. FVIFX (318M). FVIFX pays higher dividends than JVMTX: FVIFX (1.01) vs JVMTX (0.71). FVIFX was incepted earlier than JVMTX: FVIFX (21 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FVIFX (0.92). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (47.00). FVIFX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -9.00 vs. FVIFX (-14.03). FVIFX return over 5 years is better than : 94.18 vs. JVMTX (51.14).
| FVIFX | JVMTX | FVIFX / JVMTX | |
| Total Expense Ratio | 0.90 | 1.00 | 90% |
| Annual Report Gross Expense Ratio | 0.92 | 1.11 | 83% |
| Fund Existence | 21 years | 12 years | - |
| Gain YTD | -7.960 | -3.010 | 264% |
| 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 | 0.71 | 143% |
| Returns for 1 year | -14.03 | -9.00 | 156% |
| Returns for 3 years | 3.87 | 1.11 | 349% |
| Returns for 5 years | 94.18 | 51.14 | 184% |
| Returns for 10 years | 45.72 | 28.91 | 158% |
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