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FVSKX vs JVMTX
FVSKX vs JVMTX Comparison
Open Charts FVSKX vs JVMTX
Fidelity Value Strategies K
Price$59.10
Change+$0.38 (+0.65%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
FVSKX vs JVMTX Comparison Chart in %
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FVSKX vs. JVMTX commentary
Jan 15, 2026
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FVSKX (1.69B). FVSKX pays higher dividends than JVMTX: FVSKX (0.93) vs JVMTX (0.62). FVSKX was incepted earlier than JVMTX: FVSKX (18 years) vs JVMTX (13 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. FVSKX annual gain was more profitable for investors over the last year : 8.02 vs. JVMTX (6.04). FVSKX return over 5 years is better than : 38.53 vs. JVMTX (21.31).
| 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 | 13 years | - |
| Gain YTD | 6.725 | 4.812 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 24.7B | 7% |
| Annual Yield % from dividends | 0.93 | 0.62 | 151% |
| Returns for 1 year | 8.02 | 6.04 | 133% |
| Returns for 3 years | 19.66 | 14.24 | 138% |
| Returns for 5 years | 38.53 | 21.31 | 181% |
| Returns for 10 years | 64.01 | 73.13 | 88% |
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