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FAVFX vs JVMIX
FAVFX vs JVMIX Comparison
Open Charts FAVFX vs JVMIX
Fidelity Advisor Value A
Price$33.32
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap I
Price$27.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
FAVFX vs JVMIX Comparison Chart
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FAVFX vs. JVMIX commentary
Jun 06, 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 FAVFX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FAVFX (328M). JVMIX pays higher dividends than FAVFX: JVMIX (0.80) vs FAVFX (0.67). FAVFX was incepted earlier than JVMIX: FAVFX (21 years) vs JVMIX (28 years). FAVFX (1.20) is less costly to investors than JVMIX (0.88). FAVFX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (47.00). FAVFX has a lower initial minimum investment than JVMIX: FAVFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -3.51 vs. FAVFX (-10.37). FAVFX return over 5 years is better than : 69.44 vs. JVMIX (39.58).
| FAVFX | JVMIX | FAVFX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.87 | 132% |
| Annual Report Gross Expense Ratio | 1.20 | 0.88 | 136% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -4.012 | 2.301 | -174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 21.5B | 2% |
| Annual Yield % from dividends | 0.67 | 0.80 | 84% |
| Returns for 1 year | -10.37 | -3.51 | 295% |
| Returns for 3 years | 3.45 | 5.75 | 60% |
| Returns for 5 years | 69.44 | 39.58 | 175% |
| Returns for 10 years | 50.09 | 37.82 | 132% |
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