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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$29.63
Change+$0.26 (+0.89%)
VolumeN/A
Net Assets1.79B
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FIMVX vs JVMIX Comparison Chart in %
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FIMVX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. FIMVX (1.79B). FIMVX pays higher dividends than JVMIX: FIMVX (1.42) vs JVMIX (0.74). FIMVX was incepted earlier than JVMIX: FIMVX (6 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 : 1.56 vs. JVMIX (-5.91). FIMVX return over 5 years is better than : 49.04 vs. JVMIX (33.54).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | 0.05 | 0.85 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 0.86 | 6% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 9.079 | 12.022 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 24.5B | 7% |
| Annual Yield % from dividends | 1.42 | 0.74 | 193% |
| Returns for 1 year | 1.56 | -5.91 | -26% |
| Returns for 3 years | 28.11 | 14.46 | 194% |
| Returns for 5 years | 49.04 | 33.54 | 146% |
| Returns for 10 years | N/A | 50.20 | - |
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