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FVSKX vs JVMTX
FVSKX vs JVMTX Comparison
Open Charts FVSKX vs JVMTX
Fidelity Value Strategies K
Price$55.38
Change+$0.29 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FVSKX vs JVMTX Comparison Chart in %
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FVSKX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FVSKX (1.7B). JVMTX pays higher dividends than FVSKX: JVMTX (0.65) vs FVSKX (0.34). FVSKX was incepted earlier than JVMTX: FVSKX (17 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FVSKX (0.72). FVSKX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FVSKX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FVSKX (-1.93). FVSKX return over 5 years is better than : 84.49 vs. JVMTX (61.96).
| FVSKX | JVMTX | FVSKX / JVMTX | |
| Total Expense Ratio | 0.72 | 1.00 | 72% |
| Annual Report Gross Expense Ratio | 0.72 | 1.11 | 65% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 0.893 | 8.361 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.34 | 0.65 | 53% |
| Returns for 1 year | -1.93 | 3.31 | -58% |
| Returns for 3 years | 23.16 | 23.47 | 99% |
| Returns for 5 years | 84.49 | 61.96 | 136% |
| Returns for 10 years | 27.19 | 46.97 | 58% |
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