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FVLZX vs JVMTX
FVLZX vs JVMTX Comparison
Open Charts FVLZX vs JVMTX
Fidelity Advisor Value Z
Price$36.65
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets336.13M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FVLZX vs JVMTX Comparison Chart in %
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FVLZX vs. JVMTX commentary
Jul 27, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FVLZX (336M). FVLZX pays higher dividends than JVMTX: FVLZX (0.95) vs JVMTX (0.65). FVLZX was incepted earlier than JVMTX: FVLZX (8 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FVLZX (0.80). FVLZX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (49.00). FVLZX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 1.07 vs. FVLZX (-2.79). FVLZX return over 5 years is better than : 96.46 vs. JVMTX (57.29).
| FVLZX | JVMTX | FVLZX / JVMTX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.80 | 1.11 | 72% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 4.475 | 9.253 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 23.1B | 1% |
| Annual Yield % from dividends | 0.95 | 0.65 | 147% |
| Returns for 1 year | -2.79 | 1.07 | -262% |
| Returns for 3 years | 26.60 | 21.15 | 126% |
| Returns for 5 years | 96.46 | 57.29 | 168% |
| Returns for 10 years | N/A | 48.90 | - |
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