Interact to see
Advertisement
Advertisement
FAVFX vs JVMTX
FAVFX vs JVMTX Comparison
Open Charts FAVFX vs JVMTX
Fidelity Advisor Value A
Price$37.04
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets341.26M
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
FAVFX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAVFX vs. JVMTX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. FAVFX (341M). JVMTX (0.62) and FAVFX (0.61) 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 (1.10). FAVFX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (49.00). FAVFX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. FAVFX (-1.19). FAVFX return over 5 years is better than : 86.76 vs. JVMTX (54.13).
| FAVFX | JVMTX | FAVFX / JVMTX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 6.898 | 11.891 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 24.4B | 1% |
| Annual Yield % from dividends | 0.61 | 0.62 | 98% |
| Returns for 1 year | -1.19 | 2.74 | -44% |
| Returns for 3 years | 28.15 | 24.58 | 115% |
| Returns for 5 years | 86.76 | 54.13 | 160% |
| Returns for 10 years | 80.84 | 57.10 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CGV | 14.46 | 0.10 | +0.67% |
| Conductor Global Equity Value ETF | |||
| TVE | 23.62 | 0.12 | +0.51% |
| Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 | |||
| SMRI | 34.22 | N/A | -0.01% |
| Bushido Capital US Equity ETF | |||
| HELO | 64.32 | -0.11 | -0.17% |
| JPMorgan Hedged Equity Ldrd Ovrly ETF | |||
| BCDF | 30.56 | -0.20 | -0.66% |
| Horizon Kinetics Blockchain Dev ETF | |||