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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
Open Charts FIMVX vs JVMIX
Fidelity Mid Cap Value Index
Price$28.34
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets1.66B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FIMVX vs JVMIX Comparison Chart in %
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FIMVX vs. JVMIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FIMVX (1.66B). FIMVX pays higher dividends than JVMIX: FIMVX (1.66) vs JVMIX (0.76). 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 : 8.81 vs. JVMIX (0.76). FIMVX return over 5 years is better than : 63.66 vs. JVMIX (50.10).
| 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 | 5.039 | 8.980 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 23.6B | 7% |
| Annual Yield % from dividends | 1.66 | 0.76 | 217% |
| Returns for 1 year | 8.81 | 0.76 | 1,164% |
| Returns for 3 years | 19.81 | 11.90 | 167% |
| Returns for 5 years | 63.66 | 50.10 | 127% |
| Returns for 10 years | N/A | 45.29 | - |
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