Interact to see
Advertisement
Advertisement
FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$28.60
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets1.46B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIMVX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIMVX vs. JVMIX commentary
Jul 06, 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: 22.6B 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: 47.00 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 : 11.40 vs. JVMIX (3.45). FIMVX return over 5 years is better than : 79.03 vs. JVMIX (62.76).
| 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 | 5.341 | 8.423 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 22.6B | 6% |
| Annual Yield % from dividends | 1.69 | 0.78 | 217% |
| Returns for 1 year | 11.40 | 3.45 | 331% |
| Returns for 3 years | 34.21 | 23.84 | 143% |
| Returns for 5 years | 79.03 | 62.76 | 126% |
| Returns for 10 years | N/A | 48.34 | - |