FSMVX
Price
$30.59
Change
+$0.26 (+0.86%)
Updated
Jul 25 closing price
Net Assets
1.8B
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$30.59
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FSMVX vs JVMTX Comparison Chart in %
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FSMVX vs. JVMTX commentary
Jul 28, 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: 23.1B vs. FSMVX (1.8B). FSMVX pays higher dividends than JVMTX: FSMVX (0.87) vs JVMTX (0.65). 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 (49.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 1.07 vs. FSMVX (-2.70). FSMVX return over 5 years is better than : 68.98 vs. JVMTX (57.29).
FSMVXJVMTXFSMVX / JVMTX
Total Expense Ratio0.831.0083%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence24 years12 years-
Gain YTD1.4599.25316%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B23.1B8%
Annual Yield % from dividends0.870.65135%
Returns for 1 year-2.701.07-253%
Returns for 3 years22.9721.15109%
Returns for 5 years68.9857.29120%
Returns for 10 years31.4248.9064%
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