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FAVFX vs JVMTX
FAVFX vs JVMTX Comparison
Open Charts FAVFX vs JVMTX
Fidelity Advisor Value A
Price$35.79
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets336.13M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FAVFX vs JVMTX Comparison Chart in %
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FAVFX 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 FAVFX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FAVFX (336M). JVMTX (0.65) and FAVFX (0.64) have matching dividends . FAVFX was incepted earlier than JVMTX: FAVFX (22 years) vs JVMTX (12 years). FAVFX (1.20) is less costly to investors than JVMTX (1.11). FAVFX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (47.00). FAVFX (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. FAVFX (-0.88). FAVFX return over 5 years is better than : 98.94 vs. JVMTX (61.96).
| FAVFX | JVMTX | FAVFX / JVMTX | |
| Total Expense Ratio | 1.15 | 1.00 | 115% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 3.290 | 8.361 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 22.6B | 1% |
| Annual Yield % from dividends | 0.64 | 0.65 | 99% |
| Returns for 1 year | -0.88 | 3.31 | -26% |
| Returns for 3 years | 28.00 | 23.47 | 119% |
| Returns for 5 years | 98.94 | 61.96 | 160% |
| Returns for 10 years | 64.16 | 46.97 | 137% |
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