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FVIFX vs JVMIX
FVIFX vs JVMIX Comparison
Open Charts FVIFX vs JVMIX
Fidelity Advisor Value I
Price$34.00
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FVIFX vs JVMIX Comparison Chart
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FVIFX 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 FVIFX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FVIFX (328M). FVIFX pays higher dividends than JVMIX: FVIFX (0.97) vs JVMIX (0.80). FVIFX was incepted earlier than JVMIX: FVIFX (21 years) vs JVMIX (28 years). FVIFX (0.92) and JVMIX (0.88) have similar cost to investors . FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (47.00). FVIFX has a lower initial minimum investment than JVMIX: FVIFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. FVIFX (-7.44). FVIFX return over 5 years is better than : 90.39 vs. JVMIX (52.19).
| FVIFX | JVMIX | FVIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 0.92 | 0.88 | 105% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -2.996 | 2.486 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 21.5B | 2% |
| Annual Yield % from dividends | 0.97 | 0.80 | 120% |
| Returns for 1 year | -7.44 | -2.87 | 259% |
| Returns for 3 years | 18.14 | 16.82 | 108% |
| Returns for 5 years | 90.39 | 52.19 | 173% |
| Returns for 10 years | 52.65 | 36.89 | 143% |
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