FDVLX
Price
$14.08
Change
+$0.07 (+0.50%)
Updated
Jul 3 closing price
Net Assets
8.13B
JVMCX
Price
$27.30
Change
+$0.17 (+0.63%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FDVLX vs JVMCX

Header iconFDVLX vs JVMCX Comparison
Open Charts FDVLX vs JVMCXBanner chart's image
Fidelity Value
Price$14.08
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets8.13B
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
FDVLX vs JVMCX Comparison Chart in %
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FDVLX vs. JVMCX 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 FDVLX is a Buy and JVMCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. FDVLX (8.13B). FDVLX pays higher dividends than JVMCX: FDVLX (1.12) vs JVMCX (0.00). FDVLX was incepted earlier than JVMCX: FDVLX (47 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMCX (47.00). FDVLX has a lower initial minimum investment than JVMCX: FDVLX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. FDVLX (-3.90). FDVLX return over 5 years is better than : 70.19 vs. JVMCX (55.49).
FDVLXJVMCXFDVLX / JVMCX
Total Expense Ratio0.811.8743%
Annual Report Gross Expense Ratio0.811.8843%
Fund Existence47 years14 years-
Gain YTD3.5297.90545%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.13B22.6B36%
Annual Yield % from dividends1.120.00-
Returns for 1 year-3.901.79-218%
Returns for 3 years14.0120.1270%
Returns for 5 years70.1955.49126%
Returns for 10 years27.4335.6477%
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