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FTVFX vs JVMAX
FTVFX vs JVMAX Comparison
Open Charts FTVFX vs JVMAX
Fidelity Advisor Value M
Price$30.87
Change-$2.03 (-6.17%)
VolumeN/A
Net Assets333.12M
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
FTVFX vs JVMAX Comparison Chart
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FTVFX vs. JVMAX commentary
Apr 04, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B 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 : -8.70 vs. FTVFX (-12.36). FTVFX return over 5 years is better than : 150.37 vs. JVMAX (86.30).
| 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 | -3.885 | -0.118 | 3,292% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 21.4B | 2% |
| Annual Yield % from dividends | 0.44 | 0.61 | 72% |
| Returns for 1 year | -12.36 | -8.70 | 142% |
| Returns for 3 years | 0.91 | -2.01 | -45% |
| Returns for 5 years | 150.37 | 86.30 | 174% |
| Returns for 10 years | 48.47 | 28.82 | 168% |
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