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FVIFX vs JVMSX
FVIFX vs JVMSX Comparison
Open Charts FVIFX vs JVMSX
Fidelity Advisor Value I
Price$36.52
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets330.72M
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.85B
FVIFX vs JVMSX Comparison Chart in %
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FVIFX vs. JVMSX commentary
Dec 25, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. FVIFX (331M). FVIFX pays higher dividends than JVMSX: FVIFX (0.86) vs JVMSX (0.40). FVIFX was incepted earlier than JVMSX: FVIFX (22 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FVIFX (0.92). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMSX (49.00). FVIFX (0) and JVMSX (0) have matching initial minimum investment requirements. FVIFX annual gain was more profitable for investors over the last year : 3.35 vs. JVMSX (2.33). FVIFX return over 5 years is better than : 46.74 vs. JVMSX (22.07).
| FVIFX | JVMSX | FVIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 3.880 | 3.357 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 23.8B | 1% |
| Annual Yield % from dividends | 0.86 | 0.40 | 216% |
| Returns for 1 year | 3.35 | 2.33 | 144% |
| Returns for 3 years | 23.27 | 15.34 | 152% |
| Returns for 5 years | 46.74 | 22.07 | 212% |
| Returns for 10 years | 86.48 | 47.11 | 184% |
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