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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$51.58
Change-$0.68 (-1.30%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FVSKX vs JVMIX Comparison Chart
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FVSKX vs. JVMIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FVSKX (1.65B). JVMIX pays higher dividends than FVSKX: JVMIX (0.80) vs FVSKX (0.36). FVSKX was incepted earlier than JVMIX: FVSKX (17 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (47.00). 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 : -2.87 vs. FVSKX (-9.64). FVSKX return over 5 years is better than : 71.17 vs. JVMIX (52.19).
| FVSKX | JVMIX | FVSKX / JVMIX | |
| Total Expense Ratio | 0.72 | 0.87 | 83% |
| Annual Report Gross Expense Ratio | 0.72 | 0.88 | 82% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -6.030 | 2.486 | -243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.5B | 8% |
| Annual Yield % from dividends | 0.36 | 0.80 | 45% |
| Returns for 1 year | -9.64 | -2.87 | 336% |
| Returns for 3 years | 13.74 | 16.82 | 82% |
| Returns for 5 years | 71.17 | 52.19 | 136% |
| Returns for 10 years | 16.00 | 36.89 | 43% |
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