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FVSKX vs JVMCX
FVSKX vs JVMCX Comparison
Open Charts FVSKX vs JVMCX
Fidelity Value Strategies K
Price$55.38
Change+$0.29 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
FVSKX vs JVMCX Comparison Chart in %
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FVSKX vs. JVMCX commentary
Jul 07, 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 FVSKX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. FVSKX (1.7B). FVSKX pays higher dividends than JVMCX: FVSKX (0.34) vs JVMCX (0.00). FVSKX was incepted earlier than JVMCX: FVSKX (17 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (47.00). FVSKX has a lower initial minimum investment than JVMCX: FVSKX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. FVSKX (-1.93). FVSKX return over 5 years is better than : 84.49 vs. JVMCX (55.49).
| FVSKX | JVMCX | FVSKX / JVMCX | |
| Total Expense Ratio | 0.72 | 1.87 | 39% |
| Annual Report Gross Expense Ratio | 0.72 | 1.88 | 38% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 0.893 | 7.905 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | -1.93 | 1.79 | -108% |
| Returns for 3 years | 23.16 | 20.12 | 115% |
| Returns for 5 years | 84.49 | 55.49 | 152% |
| Returns for 10 years | 27.19 | 35.64 | 76% |
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