FDVLX
Price
$14.21
Change
+$0.11 (+0.78%)
Updated
Jul 25 closing price
Net Assets
8.13B
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FDVLX vs JVMRX

Header iconFDVLX vs JVMRX Comparison
Open Charts FDVLX vs JVMRXBanner chart's image
Fidelity Value
Price$14.21
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets8.13B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FDVLX vs JVMRX Comparison Chart in %
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FDVLX vs. JVMRX commentary
Jul 27, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FDVLX (8.13B). FDVLX pays higher dividends than JVMRX: FDVLX (1.12) vs JVMRX (0.88). FDVLX was incepted earlier than JVMRX: FDVLX (47 years) vs JVMRX (14 years). FDVLX (0.81) is less costly to investors than JVMRX (0.76). FDVLX is a more actively managed with annual turnover of: 85.00 vs. JVMRX (49.00). FDVLX has a lower initial minimum investment than JVMRX: FDVLX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. FDVLX (-6.24). FDVLX return over 5 years is better than : 65.67 vs. JVMRX (58.56).
FDVLXJVMRXFDVLX / JVMRX
Total Expense Ratio0.810.75108%
Annual Report Gross Expense Ratio0.810.76107%
Fund Existence47 years14 years-
Gain YTD4.4859.35448%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.13B23.1B35%
Annual Yield % from dividends1.120.88128%
Returns for 1 year-6.241.28-488%
Returns for 3 years11.2121.7252%
Returns for 5 years65.6758.56112%
Returns for 10 years30.3651.1459%
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