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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$30.80
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets1.81B
JHancock Disciplined Value Mid Cap I
Price$28.80
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.6B
FIMVX vs JVMIX Comparison Chart in %
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FIMVX vs. JVMIX commentary
Jan 16, 2026
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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. FIMVX (1.81B). FIMVX pays higher dividends than JVMIX: FIMVX (1.50) vs JVMIX (0.75). FIMVX was incepted earlier than JVMIX: FIMVX (7 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FIMVX (0.05). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIMVX (32.00). FIMVX has a lower initial minimum investment than JVMIX: FIMVX (0) vs JVMIX (250000). FIMVX annual gain was more profitable for investors over the last year : 13.78 vs. JVMIX (6.20). FIMVX return over 5 years is better than : 47.14 vs. JVMIX (22.06).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | 0.05 | 0.85 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 0.86 | 6% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 4.425 | 4.842 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 24.6B | 7% |
| Annual Yield % from dividends | 1.50 | 0.75 | 200% |
| Returns for 1 year | 13.78 | 6.20 | 222% |
| Returns for 3 years | 34.40 | 14.75 | 233% |
| Returns for 5 years | 47.14 | 22.06 | 214% |
| Returns for 10 years | N/A | 74.98 | - |
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