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FVSKX vs JVMRX
FVSKX vs JVMRX Comparison
Open Charts FVSKX vs JVMRX
Fidelity Value Strategies K
Price$55.83
Change+$0.44 (+0.79%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FVSKX vs JVMRX Comparison Chart in %
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FVSKX vs. JVMRX commentary
Jul 28, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FVSKX (1.7B). JVMRX pays higher dividends than FVSKX: JVMRX (0.88) vs FVSKX (0.34). FVSKX was incepted earlier than JVMRX: FVSKX (17 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (49.00). FVSKX has a lower initial minimum investment than JVMRX: FVSKX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. FVSKX (-4.13). FVSKX return over 5 years is better than : 81.24 vs. JVMRX (58.56).
| FVSKX | JVMRX | FVSKX / JVMRX | |
| Total Expense Ratio | 0.72 | 0.75 | 96% |
| Annual Report Gross Expense Ratio | 0.72 | 0.76 | 95% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 1.713 | 9.354 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 23.1B | 7% |
| Annual Yield % from dividends | 0.34 | 0.88 | 39% |
| Returns for 1 year | -4.13 | 1.28 | -323% |
| Returns for 3 years | 21.15 | 21.72 | 97% |
| Returns for 5 years | 81.24 | 58.56 | 139% |
| Returns for 10 years | 29.31 | 51.14 | 57% |