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FVSKX vs JVMAX
FVSKX vs JVMAX Comparison
Open Charts FVSKX vs JVMAX
Fidelity Value Strategies K
Price$53.92
Change-$1.27 (-2.30%)
VolumeN/A
Net Assets2.1B
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
FVSKX vs JVMAX Comparison Chart
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FVSKX vs. JVMAX commentary
Feb 23, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. FVSKX (2.1B). 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). JVMAX annual gain was more profitable for investors over the last year : -2.62 vs. FVSKX (-3.41). FVSKX return over 5 years is better than : 43.80 vs. JVMAX (22.67).
| 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 | -1.767 | 2.046 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 22.5B | 9% |
| Annual Yield % from dividends | 0.69 | 0.67 | 103% |
| Returns for 1 year | -3.41 | -2.62 | 130% |
| Returns for 3 years | 11.09 | 2.26 | 491% |
| Returns for 5 years | 43.80 | 22.67 | 193% |
| Returns for 10 years | 23.08 | 32.20 | 72% |
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