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FVSKX vs JVMTX
FVSKX vs JVMTX Comparison
Open Charts FVSKX vs JVMTX
Fidelity Value Strategies K
Price$61.72
Change-$0.55 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
FVSKX vs JVMTX Comparison Chart
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FVSKX vs. JVMTX commentary
Dec 19, 2024
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 StrongSell and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. FVSKX (2.35B). JVMTX pays higher dividends than FVSKX: JVMTX (0.73) vs FVSKX (0.69). FVSKX was incepted earlier than JVMTX: FVSKX (17 years) vs JVMTX (11 years). FVSKX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (41.00). FVSKX (0) and JVMTX (0) have matching initial minimum investment requirements. FVSKX annual gain was more profitable for investors over the last year : 11.90 vs. JVMTX (11.00). FVSKX return over 5 years is better than : 57.07 vs. JVMTX (41.32).
| FVSKX | JVMTX | FVSKX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 11.913 | 13.021 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 23.7B | 10% |
| Annual Yield % from dividends | 0.69 | 0.73 | 95% |
| Returns for 1 year | 11.90 | 11.00 | 108% |
| Returns for 3 years | 19.07 | 17.45 | 109% |
| Returns for 5 years | 57.07 | 41.32 | 138% |
| Returns for 10 years | 48.77 | 59.48 | 82% |
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