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FVSKX vs JVMRX
FVSKX vs JVMRX Comparison
Open Charts FVSKX vs JVMRX
Fidelity Value Strategies K
Price$57.80
Change-$0.25 (-0.43%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap R6
Price$30.14
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.36B
FVSKX vs JVMRX Comparison Chart in %
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FVSKX vs. JVMRX commentary
Oct 08, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FVSKX (1.72B). JVMRX pays higher dividends than FVSKX: JVMRX (0.84) vs FVSKX (0.32). FVSKX was incepted earlier than JVMRX: FVSKX (17 years) vs JVMRX (14 years). JVMRX (0.75) and FVSKX (0.72) have similar cost to investors . FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (49.00). FVSKX has a lower initial minimum investment than JVMRX: FVSKX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.58 vs. FVSKX (-4.77). FVSKX return over 5 years is better than : 72.96 vs. JVMRX (53.27).
| FVSKX | JVMRX | FVSKX / JVMRX | |
| Total Expense Ratio | 0.72 | 0.74 | 97% |
| Annual Report Gross Expense Ratio | 0.72 | 0.75 | 96% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 5.757 | 12.361 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 24.4B | 7% |
| Annual Yield % from dividends | 0.32 | 0.84 | 39% |
| Returns for 1 year | -4.77 | -0.58 | 828% |
| Returns for 3 years | 33.11 | 31.35 | 106% |
| Returns for 5 years | 72.96 | 53.27 | 137% |
| Returns for 10 years | 40.98 | 56.67 | 72% |
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