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FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
Fidelity Advisor Value Z
Price$34.04
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FVLZX vs JVMIX Comparison Chart
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FVLZX vs. JVMIX commentary
Jun 16, 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 FVLZX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FVLZX (328M). FVLZX pays higher dividends than JVMIX: FVLZX (1.00) vs JVMIX (0.80). FVLZX was incepted earlier than JVMIX: FVLZX (8 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FVLZX (0.80). FVLZX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (47.00). FVLZX has a lower initial minimum investment than JVMIX: FVLZX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. FVLZX (-7.33). FVLZX return over 5 years is better than : 90.21 vs. JVMIX (52.19).
| FVLZX | JVMIX | FVLZX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.80 | 0.88 | 91% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -2.965 | 2.486 | -119% |
| Front Load | N/A | 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 | 1.00 | 0.80 | 124% |
| Returns for 1 year | -7.33 | -2.87 | 256% |
| Returns for 3 years | 18.66 | 16.82 | 111% |
| Returns for 5 years | 90.21 | 52.19 | 173% |
| Returns for 10 years | N/A | 36.89 | - |
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