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FVSKX vs JVMIX
FVSKX vs JVMIX Comparison
Open Charts FVSKX vs JVMIX
Fidelity Value Strategies K
Price$57.17
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
FVSKX vs JVMIX Comparison Chart in %
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FVSKX vs. JVMIX commentary
Sep 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FVSKX (1.74B). JVMIX pays higher dividends than FVSKX: JVMIX (0.74) vs FVSKX (0.32). FVSKX was incepted earlier than JVMIX: FVSKX (17 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (49.00). FVSKX has a lower initial minimum investment than JVMIX: FVSKX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. FVSKX (-1.83). FVSKX return over 5 years is better than : 75.63 vs. JVMIX (54.86).
| FVSKX | JVMIX | FVSKX / JVMIX | |
| Total Expense Ratio | 0.72 | 0.85 | 85% |
| Annual Report Gross Expense Ratio | 0.72 | 0.86 | 84% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 4.154 | 11.985 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.3B | 7% |
| Annual Yield % from dividends | 0.32 | 0.74 | 43% |
| Returns for 1 year | -1.83 | 2.91 | -63% |
| Returns for 3 years | 24.94 | 24.95 | 100% |
| Returns for 5 years | 75.63 | 54.86 | 138% |
| Returns for 10 years | 39.39 | 58.60 | 67% |
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