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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
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.
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).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | 0.06 | 0.87 | 7% |
| Annual Report Gross Expense Ratio | 0.06 | 0.88 | 7% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 7.109 | 9.314 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 23.1B | 6% |
| Annual Yield % from dividends | 1.69 | 0.78 | 217% |
| Returns for 1 year | 9.01 | 1.20 | 749% |
| Returns for 3 years | 32.99 | 21.47 | 154% |
| Returns for 5 years | 75.08 | 58.07 | 129% |
| Returns for 10 years | N/A | 50.28 | - |
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