Ad is loading...
FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$50.06
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap I
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
FVSKX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FVSKX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.8B vs. FVSKX (1.67B). JVMIX pays higher dividends than FVSKX: JVMIX (0.85) vs FVSKX (0.37). 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 : -7.93 vs. FVSKX (-14.57). FVSKX return over 5 years is better than : 77.13 vs. JVMIX (54.50).
| 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 | -9.054 | -1.336 | 678% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.8B | 8% |
| Annual Yield % from dividends | 0.37 | 0.85 | 44% |
| Returns for 1 year | -14.57 | -7.93 | 184% |
| Returns for 3 years | 6.07 | 6.78 | 89% |
| Returns for 5 years | 77.13 | 54.50 | 142% |
| Returns for 10 years | 13.60 | 32.98 | 41% |
View a ticker or compare two or three
VS
VS
Ad is loading...