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FDMLX vs JVMSX
FDMLX vs JVMSX Comparison
Open Charts FDMLX vs JVMSX
Fidelity Series Intrinsic Opps
Price$11.36
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets2.74B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FDMLX vs JVMSX Comparison Chart in %
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FDMLX vs. JVMSX commentary
Jul 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 FDMLX is a Hold and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FDMLX (2.74B). FDMLX pays higher dividends than JVMSX: FDMLX (2.01) vs JVMSX (0.42). FDMLX was incepted earlier than JVMSX: FDMLX (13 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FDMLX (0.00). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FDMLX (21.00). FDMLX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 3.00 vs. FDMLX (0.80). JVMSX return over 5 years is better than : 60.52 vs. FDMLX (-15.31).
| FDMLX | JVMSX | FDMLX / JVMSX | |
| Total Expense Ratio | 0.00 | 1.25 | - |
| Annual Report Gross Expense Ratio | 0.00 | 1.26 | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 6.867 | 8.206 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 22.6B | 12% |
| Annual Yield % from dividends | 2.01 | 0.42 | 480% |
| Returns for 1 year | 0.80 | 3.00 | 27% |
| Returns for 3 years | -31.77 | 22.77 | -140% |
| Returns for 5 years | -15.31 | 60.52 | -25% |
| Returns for 10 years | -14.33 | 44.56 | -32% |
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