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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$53.92
Change-$1.27 (-2.30%)
VolumeN/A
Net Assets2.1B
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
FVSKX vs JVMIX Comparison Chart
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FVSKX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FVSKX (2.1B). JVMIX pays higher dividends than FVSKX: JVMIX (0.84) vs FVSKX (0.69). FVSKX was incepted earlier than JVMIX: FVSKX (17 years) vs JVMIX (28 years). FVSKX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (41.00). 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 : -1.78 vs. FVSKX (-3.41). FVSKX return over 5 years is better than : 43.80 vs. JVMIX (25.32).
| FVSKX | JVMIX | FVSKX / JVMIX | |
| 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 | 2.078 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 22.5B | 9% |
| Annual Yield % from dividends | 0.69 | 0.84 | 82% |
| Returns for 1 year | -3.41 | -1.78 | 192% |
| Returns for 3 years | 11.09 | 3.80 | 292% |
| Returns for 5 years | 43.80 | 25.32 | 173% |
| Returns for 10 years | 23.08 | 37.52 | 62% |
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