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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$57.80
Change-$0.25 (-0.43%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap I
Price$30.12
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets24.36B
FVSKX vs JVMIX Comparison Chart in %
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FVSKX vs. JVMIX commentary
Oct 08, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. FVSKX (1.72B). JVMIX pays higher dividends than FVSKX: JVMIX (0.74) vs FVSKX (0.32). FVSKX was incepted earlier than JVMIX: FVSKX (17 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (49.00). FVSKX has a lower initial minimum investment than JVMIX: FVSKX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.68 vs. FVSKX (-4.77). FVSKX return over 5 years is better than : 72.96 vs. JVMIX (52.74).
| FVSKX | JVMIX | FVSKX / JVMIX | |
| Total Expense Ratio | 0.72 | 0.85 | 85% |
| Annual Report Gross Expense Ratio | 0.72 | 0.86 | 84% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 5.757 | 12.282 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 24.4B | 7% |
| Annual Yield % from dividends | 0.32 | 0.74 | 44% |
| Returns for 1 year | -4.77 | -0.68 | 698% |
| Returns for 3 years | 33.11 | 31.09 | 106% |
| Returns for 5 years | 72.96 | 52.74 | 138% |
| Returns for 10 years | 40.98 | 55.73 | 74% |
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