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FVSKX vs JVMAX
FVSKX vs JVMAX Comparison
Open Charts FVSKX vs JVMAX
Fidelity Value Strategies K
Price$46.61
Change+$0.40 (+0.87%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
FVSKX vs JVMAX Comparison Chart
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FVSKX vs. JVMAX commentary
Apr 19, 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 FVSKX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. FVSKX (1.84B). JVMAX pays higher dividends than FVSKX: JVMAX (0.61) vs FVSKX (0.36). FVSKX was incepted earlier than JVMAX: FVSKX (17 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMAX (47.00). FVSKX has a lower initial minimum investment than JVMAX: FVSKX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -10.96 vs. FVSKX (-16.30). FVSKX return over 5 years is better than : 74.72 vs. JVMAX (46.80).
| FVSKX | JVMAX | FVSKX / JVMAX | |
| Total Expense Ratio | 0.72 | 1.12 | 64% |
| Annual Report Gross Expense Ratio | 0.72 | 1.13 | 64% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -15.085 | -7.710 | 196% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.6B | 9% |
| Annual Yield % from dividends | 0.36 | 0.61 | 59% |
| Returns for 1 year | -16.30 | -10.96 | 149% |
| Returns for 3 years | -8.53 | -8.30 | 103% |
| Returns for 5 years | 74.72 | 46.80 | 160% |
| Returns for 10 years | 6.25 | 19.44 | 32% |
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