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FVSKX vs JVMTX
FVSKX vs JVMTX Comparison
Open Charts FVSKX vs JVMTX
Fidelity Value Strategies K
Price$60.10
Change-$0.83 (-1.36%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$30.56
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.75B
FVSKX vs JVMTX Comparison Chart in %
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FVSKX vs. JVMTX commentary
Dec 14, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FVSKX (1.7B). JVMTX pays higher dividends than FVSKX: JVMTX (0.61) vs FVSKX (0.32). FVSKX was incepted earlier than JVMTX: FVSKX (18 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (49.00). FVSKX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.92 vs. FVSKX (-4.52). FVSKX return over 5 years is better than : 51.58 vs. JVMTX (35.45).
| FVSKX | JVMTX | FVSKX / JVMTX | |
| Total Expense Ratio | 0.72 | 0.99 | 73% |
| Annual Report Gross Expense Ratio | 0.72 | 1.10 | 65% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 9.419 | 14.344 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 24.7B | 7% |
| Annual Yield % from dividends | 0.32 | 0.61 | 51% |
| Returns for 1 year | -4.52 | -1.92 | 235% |
| Returns for 3 years | 24.75 | 19.34 | 128% |
| Returns for 5 years | 51.58 | 35.45 | 146% |
| Returns for 10 years | 51.19 | 59.34 | 86% |
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