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FVLZX vs JVMSX
FVLZX vs JVMSX Comparison
Open Charts FVLZX vs JVMSX
Fidelity Advisor Value Z
Price$36.38
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets330.43M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FVLZX vs JVMSX Comparison Chart in %
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FVLZX vs. JVMSX commentary
Aug 17, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FVLZX (330M). FVLZX pays higher dividends than JVMSX: FVLZX (0.94) vs JVMSX (0.41). FVLZX was incepted earlier than JVMSX: FVLZX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FVLZX (0.80). FVLZX is a more actively managed with annual turnover of: 80.00 vs. JVMSX (49.00). FVLZX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.43 vs. FVLZX (-3.61). FVLZX return over 5 years is better than : 82.25 vs. JVMSX (49.21).
| FVLZX | JVMSX | FVLZX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.80 | 1.26 | 63% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.706 | 9.549 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 23.6B | 1% |
| Annual Yield % from dividends | 0.94 | 0.41 | 230% |
| Returns for 1 year | -3.61 | 2.43 | -148% |
| Returns for 3 years | 13.55 | 12.30 | 110% |
| Returns for 5 years | 82.25 | 49.21 | 167% |
| Returns for 10 years | N/A | 42.33 | - |
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