FSMVX
Price
$28.42
Change
-$0.38 (-1.32%)
Updated
Jun 13 closing price
Net Assets
1.75B
JVMTX
Price
$27.57
Change
-$0.32 (-1.15%)
Updated
Jun 13 closing price
Net Assets
21.46B
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FSMVX vs JVMTX

Header iconFSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTXBanner chart's image
Fidelity Mid Cap Value
Price$28.42
Change-$0.38 (-1.32%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FSMVX vs JVMTX Comparison Chart
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FSMVX vs. JVMTX commentary
Jun 15, 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 FSMVX is a Buy and JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FSMVX (1.75B). FSMVX pays higher dividends than JVMTX: FSMVX (0.91) vs JVMTX (0.67). FSMVX was incepted earlier than JVMTX: FSMVX (24 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FSMVX (0.83). FSMVX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (47.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. FSMVX (-6.47). FSMVX return over 5 years is better than : 61.60 vs. JVMTX (51.48).
FSMVXJVMTXFSMVX / JVMTX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence24 years12 years-
Gain YTD-5.7382.453-234%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.75B21.5B8%
Annual Yield % from dividends0.910.67135%
Returns for 1 year-6.47-3.01215%
Returns for 3 years18.7916.50114%
Returns for 5 years61.6051.48120%
Returns for 10 years18.2435.6651%
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