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FVLZX vs JVMTX
FVLZX vs JVMTX Comparison
Open Charts FVLZX vs JVMTX
Fidelity Advisor Value Z
Price$36.30
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets336.13M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FVLZX vs JVMTX Comparison Chart in %
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FVLZX vs. JVMTX commentary
Jul 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B 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 (47.00). FVLZX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FVLZX (-0.40). FVLZX return over 5 years is better than : 101.65 vs. JVMTX (61.96).
| 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 | 3.478 | 8.361 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 22.6B | 1% |
| Annual Yield % from dividends | 0.95 | 0.65 | 147% |
| Returns for 1 year | -0.40 | 3.31 | -12% |
| Returns for 3 years | 29.70 | 23.47 | 127% |
| Returns for 5 years | 101.65 | 61.96 | 164% |
| Returns for 10 years | N/A | 46.97 | - |
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