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FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
Fidelity Advisor Value Z
Price$37.60
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets341.26M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
FVLZX vs JVMIX Comparison Chart in %
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FVLZX vs. JVMIX commentary
Sep 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 FVLZX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FVLZX (341M). FVLZX pays higher dividends than JVMIX: FVLZX (0.90) vs JVMIX (0.74). FVLZX was incepted earlier than JVMIX: FVLZX (9 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FVLZX (0.80). FVLZX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (49.00). 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 : 2.91 vs. FVLZX (-0.66). FVLZX return over 5 years is better than : 89.37 vs. JVMIX (54.86).
| FVLZX | JVMIX | FVLZX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 7.184 | 11.985 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 24.3B | 1% |
| Annual Yield % from dividends | 0.90 | 0.74 | 121% |
| Returns for 1 year | -0.66 | 2.91 | -23% |
| Returns for 3 years | 29.88 | 24.95 | 120% |
| Returns for 5 years | 89.37 | 54.86 | 163% |
| Returns for 10 years | N/A | 58.60 | - |
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