FVLKX
Price
$14.26
Change
+$0.11 (+0.78%)
Updated
Jul 25 closing price
Net Assets
8.13B
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FVLKX vs JVMRX

Header iconFVLKX vs JVMRX Comparison
Open Charts FVLKX vs JVMRXBanner chart's image
Fidelity Value K
Price$14.26
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets8.13B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FVLKX vs JVMRX Comparison Chart in %
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FVLKX vs. JVMRX commentary
Jul 27, 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 FVLKX is a Buy and JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FVLKX (8.13B). FVLKX pays higher dividends than JVMRX: FVLKX (1.07) vs JVMRX (0.88). FVLKX was incepted earlier than JVMRX: FVLKX (17 years) vs JVMRX (14 years). JVMRX (0.76) and FVLKX (0.73) have similar cost to investors . FVLKX is a more actively managed with annual turnover of: 85.00 vs. JVMRX (49.00). FVLKX has a lower initial minimum investment than JVMRX: FVLKX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. FVLKX (-6.14). FVLKX return over 5 years is better than : 66.56 vs. JVMRX (58.56).
FVLKXJVMRXFVLKX / JVMRX
Total Expense Ratio0.730.7597%
Annual Report Gross Expense Ratio0.730.7696%
Fund Existence17 years14 years-
Gain YTD4.5459.35449%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.13B23.1B35%
Annual Yield % from dividends1.070.88122%
Returns for 1 year-6.141.28-480%
Returns for 3 years11.5921.7253%
Returns for 5 years66.5658.56114%
Returns for 10 years31.2551.1461%
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