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FAVFX vs JVMTX
FAVFX vs JVMTX Comparison
Open Charts FAVFX vs JVMTX
Fidelity Advisor Value A
Price$39.84
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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FAVFX vs JVMTX Comparison Chart
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FAVFX vs. JVMTX commentary
Oct 18, 2024
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. FAVFX (389M). FAVFX (0.75) and JVMTX (0.73) have matching dividends . FAVFX was incepted earlier than JVMTX: FAVFX (21 years) vs JVMTX (11 years). FAVFX is a more actively managed with annual turnover of: 75.00 vs. JVMTX (41.00). FAVFX (0) and JVMTX (0) have matching initial minimum investment requirements. FAVFX annual gain was more profitable for investors over the last year : 28.14 vs. JVMTX (22.10). FAVFX return over 5 years is better than : 85.44 vs. JVMTX (50.01).
| FAVFX | JVMTX | FAVFX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 13.191 | 14.265 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 23.9B | 2% |
| Annual Yield % from dividends | 0.75 | 0.73 | 102% |
| Returns for 1 year | 28.14 | 22.10 | 127% |
| Returns for 3 years | 21.64 | 9.74 | 222% |
| Returns for 5 years | 85.44 | 50.01 | 171% |
| Returns for 10 years | 103.73 | 77.06 | 135% |
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