FIMVX
Price
$29.08
Change
+$0.13 (+0.45%)
Updated
Jul 25 closing price
Net Assets
1.46B
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FIMVX vs JVMIX

Header iconFIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIXBanner chart's image
Fidelity Mid Cap Value Index
Price$29.08
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets1.46B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FIMVX vs JVMIX Comparison Chart in %
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FIMVX vs. JVMIX 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 FIMVX is a Buy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FIMVX (1.46B). FIMVX pays higher dividends than JVMIX: FIMVX (1.69) vs JVMIX (0.78). FIMVX was incepted earlier than JVMIX: FIMVX (6 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FIMVX (0.06). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIMVX (38.00). 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 : 9.01 vs. JVMIX (1.20). FIMVX return over 5 years is better than : 75.08 vs. JVMIX (58.07).
FIMVXJVMIXFIMVX / JVMIX
Total Expense Ratio0.060.877%
Annual Report Gross Expense Ratio0.060.887%
Fund Existence6 years28 years-
Gain YTD7.1099.31476%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.46B23.1B6%
Annual Yield % from dividends1.690.78217%
Returns for 1 year9.011.20749%
Returns for 3 years32.9921.47154%
Returns for 5 years75.0858.07129%
Returns for 10 yearsN/A50.28-
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