FIMVX
Price
$29.08
Change
+$0.13 (+0.45%)
Updated
Jul 25 closing price
Net Assets
1.46B
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

FIMVX vs JVMTX

Header iconFIMVX vs JVMTX Comparison
Open Charts FIMVX vs JVMTXBanner 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 R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FIMVX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FIMVX vs. JVMTX 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 JVMTX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FIMVX (1.46B). FIMVX pays higher dividends than JVMTX: FIMVX (1.69) vs JVMTX (0.65). FIMVX was incepted earlier than JVMTX: FIMVX (6 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FIMVX (0.06). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIMVX (38.00). FIMVX (0) and JVMTX (0) have matching initial minimum investment requirements. FIMVX annual gain was more profitable for investors over the last year : 9.01 vs. JVMTX (1.07). FIMVX return over 5 years is better than : 75.08 vs. JVMTX (57.29).
FIMVXJVMTXFIMVX / JVMTX
Total Expense Ratio0.061.006%
Annual Report Gross Expense Ratio0.061.115%
Fund Existence6 years12 years-
Gain YTD7.1099.25377%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.46B23.1B6%
Annual Yield % from dividends1.690.65260%
Returns for 1 year9.011.07845%
Returns for 3 years32.9921.15156%
Returns for 5 years75.0857.29131%
Returns for 10 yearsN/A48.90-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UPRO99.281.07
+1.09%
ProShares UltraPro S&P500
GJUL39.550.08
+0.20%
FT Vest U.S. Eq Mod Buffr ETF - Jul
PBQQ27.17N/A
N/A
PGIM LADDERED NASDAQ-100 BUFFER 12 ETF
EDOG22.43-0.13
-0.56%
ALPS Emerging Sector Dividend Dogs ETF
IAF4.46-0.04
-0.89%
abrdn Australia Equity Fund