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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$30.95
Change+$1.83 (+6.28%)
VolumeN/A
Net Assets1.89B
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
FIMVX vs JVMIX Comparison Chart in %
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FIMVX vs. JVMIX commentary
Feb 05, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. FIMVX (1.89B). FIMVX pays higher dividends than JVMIX: FIMVX (1.44) vs JVMIX (0.72). 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 : 12.33 vs. JVMIX (4.96). FIMVX return over 5 years is better than : 47.00 vs. JVMIX (23.04).
| 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 | 4.969 | 5.206 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 24.7B | 8% |
| Annual Yield % from dividends | 1.44 | 0.72 | 199% |
| Returns for 1 year | 12.33 | 4.96 | 249% |
| Returns for 3 years | 31.07 | 11.72 | 265% |
| Returns for 5 years | 47.00 | 23.04 | 204% |
| Returns for 10 years | N/A | 78.79 | - |
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