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FVIFX vs JVMTX
FVIFX vs JVMTX Comparison
Open Charts FVIFX vs JVMTX
Fidelity Advisor Value I
Price$40.54
Change-$0.20 (-0.49%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FVIFX vs JVMTX Comparison Chart
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FVIFX vs. JVMTX commentary
Nov 18, 2024
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: 23.8B vs. FVIFX (380M). FVIFX pays higher dividends than JVMTX: FVIFX (0.96) vs JVMTX (0.73). FVIFX was incepted earlier than JVMTX: FVIFX (21 years) vs JVMTX (11 years). FVIFX is a more actively managed with annual turnover of: 75.00 vs. JVMTX (41.00). FVIFX (0) and JVMTX (0) have matching initial minimum investment requirements. FVIFX annual gain was more profitable for investors over the last year : 27.21 vs. JVMTX (21.44). FVIFX return over 5 years is better than : 76.16 vs. JVMTX (44.38).
| FVIFX | JVMTX | FVIFX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 13.812 | 14.484 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 23.8B | 2% |
| Annual Yield % from dividends | 0.96 | 0.73 | 132% |
| Returns for 1 year | 27.21 | 21.44 | 127% |
| Returns for 3 years | 18.47 | 7.23 | 255% |
| Returns for 5 years | 76.16 | 44.38 | 172% |
| Returns for 10 years | 90.74 | 60.91 | 149% |
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