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FTVFX vs JVMIX
FTVFX vs JVMIX Comparison
Open Charts FTVFX vs JVMIX
Fidelity Advisor Value M
Price$34.43
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets330.43M
JHancock Disciplined Value Mid Cap I
Price$28.94
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
FTVFX vs JVMIX Comparison Chart in %
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FTVFX vs. JVMIX commentary
Aug 10, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FTVFX (330M). JVMIX pays higher dividends than FTVFX: JVMIX (0.76) vs FTVFX (0.41). FTVFX was incepted earlier than JVMIX: FTVFX (22 years) vs JVMIX (28 years). FTVFX (1.44) is less costly to investors than JVMIX (0.88). FTVFX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (49.00). FTVFX has a lower initial minimum investment than JVMIX: FTVFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.78 vs. FTVFX (-3.95). FTVFX return over 5 years is better than : 76.10 vs. JVMIX (50.35).
| FTVFX | JVMIX | FTVFX / JVMIX | |
| Total Expense Ratio | 1.40 | 0.87 | 161% |
| Annual Report Gross Expense Ratio | 1.44 | 0.88 | 164% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 0.672 | 7.199 | 9% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 23.2B | 1% |
| Annual Yield % from dividends | 0.41 | 0.76 | 54% |
| Returns for 1 year | -3.95 | 1.78 | -222% |
| Returns for 3 years | 14.85 | 15.47 | 96% |
| Returns for 5 years | 76.10 | 50.35 | 151% |
| Returns for 10 years | 58.89 | 44.21 | 133% |
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