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FSLSX vs JVMTX
FSLSX vs JVMTX Comparison
Open Charts FSLSX vs JVMTX
Fidelity Value Strategies
Price$55.18
Change+$0.29 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FSLSX vs JVMTX Comparison Chart in %
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FSLSX 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 FSLSX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FSLSX (1.7B). FSLSX pays higher dividends than JVMTX: FSLSX (0.77) vs JVMTX (0.65). FSLSX was incepted earlier than JVMTX: FSLSX (42 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FSLSX (0.80). FSLSX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FSLSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FSLSX (-2.02). FSLSX return over 5 years is better than : 85.30 vs. JVMTX (61.96).
| FSLSX | JVMTX | FSLSX / JVMTX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.11 | 72% |
| Fund Existence | 42 years | 12 years | - |
| Gain YTD | 0.859 | 8.361 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.77 | 0.65 | 119% |
| Returns for 1 year | -2.02 | 3.31 | -61% |
| Returns for 3 years | 22.77 | 23.47 | 97% |
| Returns for 5 years | 85.30 | 61.96 | 138% |
| Returns for 10 years | 27.12 | 46.97 | 58% |
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