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FVIFX vs JVMTX
FVIFX vs JVMTX Comparison
Open Charts FVIFX vs JVMTX
Fidelity Advisor Value I
Price$38.01
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets329.01M
JHancock Disciplined Value Mid Cap R4
Price$28.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.62B
FVIFX vs JVMTX Comparison Chart in %
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FVIFX vs. JVMTX commentary
Jan 15, 2026
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.6B vs. FVIFX (329M). FVIFX pays higher dividends than JVMTX: FVIFX (1.13) vs JVMTX (0.62). FVIFX was incepted earlier than JVMTX: FVIFX (22 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FVIFX (0.92). FVIFX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (49.00). FVIFX (0) and JVMTX (0) have matching initial minimum investment requirements. FVIFX annual gain was more profitable for investors over the last year : 10.44 vs. JVMTX (6.74). FVIFX return over 5 years is better than : 43.94 vs. JVMTX (19.40).
| FVIFX | JVMTX | FVIFX / JVMTX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.92 | 1.10 | 84% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.409 | 4.265 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 24.6B | 1% |
| Annual Yield % from dividends | 1.13 | 0.62 | 183% |
| Returns for 1 year | 10.44 | 6.74 | 155% |
| Returns for 3 years | 20.93 | 13.64 | 153% |
| Returns for 5 years | 43.94 | 19.40 | 227% |
| Returns for 10 years | 120.48 | 72.23 | 167% |
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