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FTVFX vs JVMAX
FTVFX vs JVMAX Comparison
Open Charts FTVFX vs JVMAX
Fidelity Advisor Value M
Price$30.92
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets333.12M
JHancock Disciplined Value Mid Cap A
Price$24.08
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets20.07B
FTVFX vs JVMAX Comparison Chart
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FTVFX vs. JVMAX commentary
Apr 28, 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 FTVFX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.1B vs. FTVFX (333M). JVMAX pays higher dividends than FTVFX: JVMAX (0.61) vs FTVFX (0.44). FTVFX was incepted earlier than JVMAX: FTVFX (21 years) vs JVMAX (28 years). FTVFX (1.44) is less costly to investors than JVMAX (1.13). FTVFX is a more actively managed with annual turnover of: 80.00 vs. JVMAX (47.00). JVMAX initial investment is less costly to investors than FTVFX (4%) vs FTVFX (4%). FTVFX has a lower initial minimum investment than JVMAX: FTVFX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -10.27 vs. FTVFX (-14.50). FTVFX return over 5 years is better than : 99.54 vs. JVMAX (52.75).
| FTVFX | JVMAX | FTVFX / JVMAX | |
| Total Expense Ratio | 1.40 | 1.12 | 125% |
| Annual Report Gross Expense Ratio | 1.44 | 1.13 | 127% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -9.670 | -5.271 | 183% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 20.1B | 2% |
| Annual Yield % from dividends | 0.44 | 0.61 | 72% |
| Returns for 1 year | -14.50 | -10.27 | 141% |
| Returns for 3 years | 0.99 | -2.42 | -41% |
| Returns for 5 years | 99.54 | 52.75 | 189% |
| Returns for 10 years | 38.68 | 22.36 | 173% |
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