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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$46.61
Change+$0.40 (+0.87%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.62B
FVSKX vs JVMIX Comparison Chart
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FVSKX vs. JVMIX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.6B vs. FVSKX (1.84B). JVMIX pays higher dividends than FVSKX: JVMIX (0.83) 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 : -10.21 vs. FVSKX (-16.30). FVSKX return over 5 years is better than : 74.72 vs. JVMIX (49.99).
| 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 | -15.085 | -7.644 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.6B | 9% |
| Annual Yield % from dividends | 0.36 | 0.83 | 43% |
| Returns for 1 year | -16.30 | -10.21 | 160% |
| Returns for 3 years | -8.53 | -6.91 | 123% |
| Returns for 5 years | 74.72 | 49.99 | 149% |
| Returns for 10 years | 6.25 | 24.24 | 26% |
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