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FVSKX vs JVMCX
FVSKX vs JVMCX Comparison
Open Charts FVSKX vs JVMCX
Fidelity Value Strategies K
Price$46.61
Change+$0.40 (+0.87%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap C
Price$23.30
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
FVSKX vs JVMCX Comparison Chart
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FVSKX vs. JVMCX 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.6B vs. FVSKX (1.84B). FVSKX pays higher dividends than JVMCX: FVSKX (0.36) vs JVMCX (0.00). FVSKX was incepted earlier than JVMCX: FVSKX (17 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (47.00). FVSKX has a lower initial minimum investment than JVMCX: FVSKX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -11.68 vs. FVSKX (-16.30). FVSKX return over 5 years is better than : 74.72 vs. JVMCX (43.32).
| FVSKX | JVMCX | FVSKX / JVMCX | |
| Total Expense Ratio | 0.72 | 1.87 | 39% |
| Annual Report Gross Expense Ratio | 0.72 | 1.88 | 38% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -15.085 | -7.905 | 191% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -16.30 | -11.68 | 140% |
| Returns for 3 years | -8.53 | -9.71 | 88% |
| Returns for 5 years | 74.72 | 43.32 | 172% |
| Returns for 10 years | 6.25 | 13.62 | 46% |
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