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FIMVX vs JVMTX
FIMVX vs JVMTX Comparison
Open Charts FIMVX vs JVMTX
Fidelity Mid Cap Value Index
Price$28.60
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets1.46B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIMVX vs JVMTX Comparison Chart in %
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FIMVX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B 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: 47.00 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 : 11.40 vs. JVMTX (3.31). FIMVX return over 5 years is better than : 79.03 vs. JVMTX (61.96).
| FIMVX | JVMTX | FIMVX / JVMTX | |
| Total Expense Ratio | 0.06 | 1.00 | 6% |
| Annual Report Gross Expense Ratio | 0.06 | 1.11 | 5% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 5.341 | 8.361 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 22.6B | 6% |
| Annual Yield % from dividends | 1.69 | 0.65 | 260% |
| Returns for 1 year | 11.40 | 3.31 | 344% |
| Returns for 3 years | 34.21 | 23.47 | 146% |
| Returns for 5 years | 79.03 | 61.96 | 128% |
| Returns for 10 years | N/A | 46.97 | - |
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