FVLZX
Price
$36.65
Change
+$0.28 (+0.77%)
Updated
Jul 25 closing price
Net Assets
336.13M
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FVLZX vs JVMTX

Header iconFVLZX vs JVMTX Comparison
Open Charts FVLZX vs JVMTXBanner chart's image
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.

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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).
FVLZXJVMTXFVLZX / JVMTX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.801.1172%
Fund Existence8 years12 years-
Gain YTD4.4759.25348%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets336M23.1B1%
Annual Yield % from dividends0.950.65147%
Returns for 1 year-2.791.07-262%
Returns for 3 years26.6021.15126%
Returns for 5 years96.4657.29168%
Returns for 10 yearsN/A48.90-
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