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FVSKX vs JVMSX
FVSKX vs JVMSX Comparison
Open Charts FVSKX vs JVMSX
Fidelity Value Strategies K
Price$57.17
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
FVSKX vs JVMSX Comparison Chart in %
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FVSKX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. FVSKX (1.74B). JVMSX pays higher dividends than FVSKX: JVMSX (0.40) vs FVSKX (0.32). FVSKX was incepted earlier than JVMSX: FVSKX (17 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMSX (49.00). FVSKX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.39 vs. FVSKX (-1.83). FVSKX return over 5 years is better than : 75.63 vs. JVMSX (52.66).
| FVSKX | JVMSX | FVSKX / JVMSX | |
| Total Expense Ratio | 0.72 | 1.24 | 58% |
| Annual Report Gross Expense Ratio | 0.72 | 1.25 | 58% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 4.154 | 11.637 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.3B | 7% |
| Annual Yield % from dividends | 0.32 | 0.40 | 81% |
| Returns for 1 year | -1.83 | 2.39 | -76% |
| Returns for 3 years | 24.94 | 23.81 | 105% |
| Returns for 5 years | 75.63 | 52.66 | 144% |
| Returns for 10 years | 39.39 | 54.48 | 72% |
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