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FIMVX vs JVMCX
FIMVX vs JVMCX Comparison
Open Charts FIMVX vs JVMCX
Fidelity Mid Cap Value Index
Price$28.82
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.76B
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
FIMVX vs JVMCX Comparison Chart in %
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FIMVX vs. JVMCX commentary
Oct 19, 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 FIMVX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. FIMVX (1.76B). FIMVX pays higher dividends than JVMCX: FIMVX (1.44) vs JVMCX (0.00). FIMVX was incepted earlier than JVMCX: FIMVX (6 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FIMVX (0.05). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIMVX (32.00). FIMVX has a lower initial minimum investment than JVMCX: FIMVX (0) vs JVMCX (1000). FIMVX annual gain was more profitable for investors over the last year : 3.61 vs. JVMCX (-6.45). FIMVX return over 5 years is better than : 61.72 vs. JVMCX (40.87).
| FIMVX | JVMCX | FIMVX / JVMCX | |
| Total Expense Ratio | 0.05 | 1.85 | 3% |
| Annual Report Gross Expense Ratio | 0.05 | 1.86 | 3% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 6.818 | 8.893 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 23.9B | 7% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 3.61 | -6.45 | -56% |
| Returns for 3 years | 39.48 | 21.60 | 183% |
| Returns for 5 years | 61.72 | 40.87 | 151% |
| Returns for 10 years | N/A | 38.46 | - |
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