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FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
Fidelity Advisor Value I
Price$37.40
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets341.26M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
FVIFX vs JVMRX Comparison Chart in %
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FVIFX vs. JVMRX commentary
Sep 09, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FVIFX (341M). FVIFX (0.88) and JVMRX (0.84) have matching dividends . FVIFX was incepted earlier than JVMRX: FVIFX (22 years) vs JVMRX (14 years). FVIFX (0.92) is less costly to investors than JVMRX (0.75). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMRX (49.00). FVIFX has a lower initial minimum investment than JVMRX: FVIFX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.67 vs. FVIFX (0.84). FVIFX return over 5 years is better than : 91.52 vs. JVMRX (57.18).
| FVIFX | JVMRX | FVIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 7.104 | 12.324 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 24.4B | 1% |
| Annual Yield % from dividends | 0.88 | 0.84 | 104% |
| Returns for 1 year | 0.84 | 4.67 | 18% |
| Returns for 3 years | 23.03 | 20.07 | 115% |
| Returns for 5 years | 91.52 | 57.18 | 160% |
| Returns for 10 years | 85.80 | 60.40 | 142% |
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