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FSLSX vs JVMIX
FSLSX vs JVMIX Comparison
Open Charts FSLSX vs JVMIX
Fidelity Value Strategies
Price$51.39
Change-$0.68 (-1.31%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FSLSX vs JVMIX Comparison Chart
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FSLSX vs. JVMIX commentary
Jun 16, 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 FSLSX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FSLSX (1.65B). FSLSX (0.81) and JVMIX (0.80) have matching dividends . FSLSX was incepted earlier than JVMIX: FSLSX (41 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FSLSX (0.80). FSLSX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (47.00). FSLSX has a lower initial minimum investment than JVMIX: FSLSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. FSLSX (-9.72). FSLSX return over 5 years is better than : 71.85 vs. JVMIX (52.19).
| FSLSX | JVMIX | FSLSX / JVMIX | |
| Total Expense Ratio | 0.80 | 0.87 | 92% |
| Annual Report Gross Expense Ratio | 0.80 | 0.88 | 91% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | -6.068 | 2.486 | -244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.5B | 8% |
| Annual Yield % from dividends | 0.81 | 0.80 | 100% |
| Returns for 1 year | -9.72 | -2.87 | 339% |
| Returns for 3 years | 13.35 | 16.82 | 79% |
| Returns for 5 years | 71.85 | 52.19 | 138% |
| Returns for 10 years | 15.93 | 36.89 | 43% |
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