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FTVFX vs JVMTX
FTVFX vs JVMTX Comparison
Open Charts FTVFX vs JVMTX
Fidelity Advisor Value M
Price$35.31
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets336.13M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FTVFX vs JVMTX Comparison Chart in %
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FTVFX 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 FTVFX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FTVFX (336M). JVMTX pays higher dividends than FTVFX: JVMTX (0.65) vs FTVFX (0.42). FTVFX was incepted earlier than JVMTX: FTVFX (22 years) vs JVMTX (12 years). FTVFX (1.44) is less costly to investors than JVMTX (1.11). FTVFX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (47.00). FTVFX (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. FTVFX (-1.28). FTVFX return over 5 years is better than : 96.08 vs. JVMTX (61.96).
| FTVFX | JVMTX | FTVFX / JVMTX | |
| Total Expense Ratio | 1.40 | 1.00 | 140% |
| Annual Report Gross Expense Ratio | 1.44 | 1.11 | 130% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 3.155 | 8.361 | 38% |
| Front Load | 4% | 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 | 0.42 | 0.65 | 64% |
| Returns for 1 year | -1.28 | 3.31 | -39% |
| Returns for 3 years | 26.88 | 23.47 | 115% |
| Returns for 5 years | 96.08 | 61.96 | 155% |
| Returns for 10 years | 61.57 | 46.97 | 131% |
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