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FTVFX vs JVMIX
FTVFX vs JVMIX Comparison
Open Charts FTVFX vs JVMIX
Fidelity Advisor Value M
Price$33.12
Change-$0.46 (-1.37%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FTVFX vs JVMIX Comparison Chart
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FTVFX vs. JVMIX commentary
Jun 15, 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 FTVFX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FTVFX (328M). JVMIX pays higher dividends than FTVFX: JVMIX (0.80) vs FTVFX (0.44). FTVFX was incepted earlier than JVMIX: FTVFX (21 years) vs JVMIX (28 years). FTVFX (1.44) is less costly to investors than JVMIX (0.88). FTVFX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (47.00). FTVFX has a lower initial minimum investment than JVMIX: FTVFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. FTVFX (-8.14). FTVFX return over 5 years is better than : 84.93 vs. JVMIX (52.19).
| FTVFX | JVMIX | FTVFX / JVMIX | |
| Total Expense Ratio | 1.40 | 0.87 | 161% |
| Annual Report Gross Expense Ratio | 1.44 | 0.88 | 164% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -3.243 | 2.486 | -130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 21.5B | 2% |
| Annual Yield % from dividends | 0.44 | 0.80 | 54% |
| Returns for 1 year | -8.14 | -2.87 | 284% |
| Returns for 3 years | 16.08 | 16.82 | 96% |
| Returns for 5 years | 84.93 | 52.19 | 163% |
| Returns for 10 years | 47.70 | 36.89 | 129% |
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