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FIMVX vs JVMTX
FIMVX vs JVMTX Comparison
Open Charts FIMVX vs JVMTX
Fidelity Mid Cap Value Index
Price$30.21
Change+$0.22 (+0.73%)
VolumeN/A
Net Assets1.79B
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
FIMVX vs JVMTX Comparison Chart in %
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FIMVX vs. JVMTX commentary
Dec 13, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FIMVX (1.79B). FIMVX pays higher dividends than JVMTX: FIMVX (1.42) vs JVMTX (0.61). FIMVX was incepted earlier than JVMTX: FIMVX (6 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FIMVX (0.05). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIMVX (32.00). FIMVX (0) and JVMTX (0) have matching initial minimum investment requirements. FIMVX annual gain was more profitable for investors over the last year : 5.94 vs. JVMTX (-1.92). FIMVX return over 5 years is better than : 50.96 vs. JVMTX (35.45).
| FIMVX | JVMTX | FIMVX / JVMTX | |
| Total Expense Ratio | 0.05 | 0.99 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.10 | 5% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 11.155 | 14.344 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 24.5B | 7% |
| Annual Yield % from dividends | 1.42 | 0.61 | 231% |
| Returns for 1 year | 5.94 | -1.92 | -308% |
| Returns for 3 years | 33.69 | 19.34 | 174% |
| Returns for 5 years | 50.96 | 35.45 | 144% |
| Returns for 10 years | N/A | 59.34 | - |
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