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FVCSX vs JVMTX
FVCSX vs JVMTX Comparison
Open Charts FVCSX vs JVMTX
Fidelity Advisor Value Strategies C
Price$34.03
Change+$0.18 (+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
FVCSX vs JVMTX Comparison Chart in %
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FVCSX vs. JVMTX commentary
Jul 08, 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 FVCSX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FVCSX (1.7B). JVMTX pays higher dividends than FVCSX: JVMTX (0.65) vs FVCSX (0.46). FVCSX was incepted earlier than JVMTX: FVCSX (24 years) vs JVMTX (12 years). FVCSX (1.84) is less costly to investors than JVMTX (1.11). FVCSX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FVCSX (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. FVCSX (-7.94). JVMTX (61.96) and FVCSX (59.18) have equivalent 5 years return.
| FVCSX | JVMTX | FVCSX / JVMTX | |
| Total Expense Ratio | 1.84 | 1.00 | 184% |
| Annual Report Gross Expense Ratio | 1.84 | 1.11 | 166% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 0.324 | 8.361 | 4% |
| 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 | 0.46 | 0.65 | 70% |
| Returns for 1 year | -7.94 | 3.31 | -240% |
| Returns for 3 years | 11.18 | 23.47 | 48% |
| Returns for 5 years | 59.18 | 61.96 | 96% |
| Returns for 10 years | -5.86 | 46.97 | -12% |
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