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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$55.38
Change+$0.29 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FVSKX vs JVMIX Comparison Chart in %
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FVSKX vs. JVMIX commentary
Jul 07, 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: 22.6B vs. FVSKX (1.7B). JVMIX pays higher dividends than FVSKX: JVMIX (0.78) vs FVSKX (0.34). 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 (49.00). 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 : 3.45 vs. FVSKX (-1.93). FVSKX return over 5 years is better than : 84.49 vs. JVMIX (62.76).
| 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 | 0.893 | 8.423 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.34 | 0.78 | 44% |
| Returns for 1 year | -1.93 | 3.45 | -56% |
| Returns for 3 years | 23.16 | 23.84 | 97% |
| Returns for 5 years | 84.49 | 62.76 | 135% |
| Returns for 10 years | 27.19 | 48.34 | 56% |
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