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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$56.12
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets2.14B
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FVSKX vs JVMIX Comparison Chart
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FVSKX vs. JVMIX commentary
Jan 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FVSKX (2.14B). 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). FVSKX annual gain was more profitable for investors over the last year : 6.50 vs. JVMIX (5.70). FVSKX return over 5 years is better than : 46.45 vs. JVMIX (26.40).
| 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 | 2.241 | 3.785 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 23.1B | 9% |
| Annual Yield % from dividends | 0.69 | 0.84 | 82% |
| Returns for 1 year | 6.50 | 5.70 | 114% |
| Returns for 3 years | 10.86 | 1.40 | 776% |
| Returns for 5 years | 46.45 | 26.40 | 176% |
| Returns for 10 years | 39.15 | 48.25 | 81% |
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