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FVSKX vs JVMAX
FVSKX vs JVMAX Comparison
Open Charts FVSKX vs JVMAX
Fidelity Value Strategies K
Price$56.12
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets2.14B
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
FVSKX vs JVMAX Comparison Chart
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FVSKX vs. JVMAX commentary
Jan 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 StrongBuy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. FVSKX (2.14B). FVSKX (0.69) and JVMAX (0.67) have matching dividends . FVSKX was incepted earlier than JVMAX: FVSKX (17 years) vs JVMAX (28 years). FVSKX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (41.00). FVSKX has a lower initial minimum investment than JVMAX: FVSKX (0) vs JVMAX (1000). FVSKX annual gain was more profitable for investors over the last year : 6.50 vs. JVMAX (4.82). FVSKX return over 5 years is better than : 46.45 vs. JVMAX (23.77).
| FVSKX | JVMAX | FVSKX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 2.241 | 3.777 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 23.1B | 9% |
| Annual Yield % from dividends | 0.69 | 0.67 | 103% |
| Returns for 1 year | 6.50 | 4.82 | 135% |
| Returns for 3 years | 10.86 | -0.09 | -12,345% |
| Returns for 5 years | 46.45 | 23.77 | 195% |
| Returns for 10 years | 39.15 | 42.53 | 92% |
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