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FVSKX vs JVMAX
FVSKX vs JVMAX Comparison
Open Charts FVSKX vs JVMAX
Fidelity Value Strategies K
Price$61.72
Change-$0.55 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.33
Change-$0.35 (-1.18%)
VolumeN/A
CapitalizationN/A
FVSKX vs JVMAX Comparison Chart
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FVSKX vs. JVMAX commentary
Dec 19, 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 FVSKX is a StrongSell and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. FVSKX (2.35B). 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 : 11.90 vs. JVMAX (10.66). FVSKX return over 5 years is better than : 57.07 vs. JVMAX (39.81).
| 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 | 11.913 | 12.851 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 23.7B | 10% |
| Annual Yield % from dividends | 0.69 | 0.67 | 103% |
| Returns for 1 year | 11.90 | 10.66 | 112% |
| Returns for 3 years | 19.07 | 16.69 | 114% |
| Returns for 5 years | 57.07 | 39.81 | 143% |
| Returns for 10 years | 48.77 | 55.64 | 88% |
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