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FTVFX vs JVMIX
FTVFX vs JVMIX Comparison
Open Charts FTVFX vs JVMIX
Fidelity Advisor Value M
Price$35.15
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets375.76M
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.02B
FTVFX vs JVMIX Comparison Chart
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FTVFX vs. JVMIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23B vs. FTVFX (376M). JVMIX pays higher dividends than FTVFX: JVMIX (0.84) vs FTVFX (0.56). FTVFX was incepted earlier than JVMIX: FTVFX (21 years) vs JVMIX (28 years). FTVFX is a more actively managed with annual turnover of: 75.00 vs. JVMIX (41.00). FTVFX has a lower initial minimum investment than JVMIX: FTVFX (0) vs JVMIX (250000). FTVFX (5.76) and JVMIX (5.70) have marching annual gain over last year. FTVFX return over 5 years is better than : 52.09 vs. JVMIX (26.40).
| FTVFX | JVMIX | FTVFX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 2.688 | 3.785 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 23B | 2% |
| Annual Yield % from dividends | 0.56 | 0.84 | 67% |
| Returns for 1 year | 5.76 | 5.70 | 101% |
| Returns for 3 years | 8.87 | 1.40 | 634% |
| Returns for 5 years | 52.09 | 26.40 | 197% |
| Returns for 10 years | 69.19 | 48.25 | 143% |
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