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FAVFX vs JVMSX
FAVFX vs JVMSX Comparison
Open Charts FAVFX vs JVMSX
Fidelity Advisor Value A
Price$36.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets330.72M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FAVFX vs JVMSX Comparison Chart in %
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FAVFX vs. JVMSX commentary
Dec 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 FAVFX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FAVFX (331M). FAVFX pays higher dividends than JVMSX: FAVFX (0.59) vs JVMSX (0.40). FAVFX was incepted earlier than JVMSX: FAVFX (22 years) vs JVMSX (14 years). JVMSX (1.25) and FAVFX (1.20) have similar cost to investors . FAVFX is a more actively managed with annual turnover of: 80.00 vs. JVMSX (49.00). FAVFX (0) and JVMSX (0) have matching initial minimum investment requirements. FAVFX annual gain was more profitable for investors over the last year : 3.06 vs. JVMSX (2.29). FAVFX return over 5 years is better than : 45.14 vs. JVMSX (22.25).
| FAVFX | JVMSX | FAVFX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.20 | 1.25 | 96% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 3.983 | 3.506 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 23.9B | 1% |
| Annual Yield % from dividends | 0.59 | 0.40 | 150% |
| Returns for 1 year | 3.06 | 2.29 | 134% |
| Returns for 3 years | 22.52 | 15.22 | 148% |
| Returns for 5 years | 45.14 | 22.25 | 203% |
| Returns for 10 years | 83.37 | 46.26 | 180% |
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