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FVSKX vs JVMCX
FVSKX vs JVMCX Comparison
Open Charts FVSKX vs JVMCX
Fidelity Value Strategies K
Price$50.06
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.83B
FVSKX vs JVMCX Comparison Chart
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FVSKX vs. JVMCX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.8B vs. FVSKX (1.67B). FVSKX pays higher dividends than JVMCX: FVSKX (0.37) 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 : -9.46 vs. FVSKX (-14.57). FVSKX return over 5 years is better than : 77.13 vs. JVMCX (47.59).
| 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 | -9.054 | -1.660 | 545% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.8B | 8% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | -14.57 | -9.46 | 154% |
| Returns for 3 years | 6.07 | 3.55 | 171% |
| Returns for 5 years | 77.13 | 47.59 | 162% |
| Returns for 10 years | 13.60 | 21.62 | 63% |
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