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FIMVX vs JVMSX
FIMVX vs JVMSX Comparison
Open Charts FIMVX vs JVMSX
Fidelity Mid Cap Value Index
Price$28.34
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets1.66B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FIMVX vs JVMSX Comparison Chart in %
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FIMVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FIMVX (1.66B). FIMVX pays higher dividends than JVMSX: FIMVX (1.66) vs JVMSX (0.41). FIMVX was incepted earlier than JVMSX: FIMVX (6 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FIMVX (0.06). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIMVX (38.00). FIMVX (0) and JVMSX (0) have matching initial minimum investment requirements. FIMVX annual gain was more profitable for investors over the last year : 8.81 vs. JVMSX (0.34). FIMVX return over 5 years is better than : 63.66 vs. JVMSX (48.09).
| FIMVX | JVMSX | FIMVX / JVMSX | |
| Total Expense Ratio | 0.06 | 1.25 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.26 | 5% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 5.039 | 8.728 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 23.6B | 7% |
| Annual Yield % from dividends | 1.66 | 0.41 | 403% |
| Returns for 1 year | 8.81 | 0.34 | 2,587% |
| Returns for 3 years | 19.81 | 10.96 | 181% |
| Returns for 5 years | 63.66 | 48.09 | 132% |
| Returns for 10 years | N/A | 41.60 | - |
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