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FTVFX vs JVMRX
FTVFX vs JVMRX Comparison
Open Charts FTVFX vs JVMRX
Fidelity Advisor Value M
Price$32.09
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
FTVFX vs JVMRX Comparison Chart
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FTVFX vs. JVMRX commentary
May 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.8B vs. FTVFX (318M). JVMRX pays higher dividends than FTVFX: JVMRX (0.96) vs FTVFX (0.46). FTVFX was incepted earlier than JVMRX: FTVFX (21 years) vs JVMRX (14 years). FTVFX (1.44) is less costly to investors than JVMRX (0.76). FTVFX is a more actively managed with annual turnover of: 80.00 vs. JVMRX (47.00). FTVFX has a lower initial minimum investment than JVMRX: FTVFX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.83 vs. FTVFX (-14.18). FTVFX return over 5 years is better than : 92.16 vs. JVMRX (54.99).
| FTVFX | JVMRX | FTVFX / JVMRX | |
| Total Expense Ratio | 1.40 | 0.75 | 187% |
| Annual Report Gross Expense Ratio | 1.44 | 0.76 | 189% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -6.456 | -1.299 | 497% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 20.8B | 2% |
| Annual Yield % from dividends | 0.46 | 0.96 | 47% |
| Returns for 1 year | -14.18 | -7.83 | 181% |
| Returns for 3 years | 8.80 | 7.00 | 126% |
| Returns for 5 years | 92.16 | 54.99 | 168% |
| Returns for 10 years | 44.25 | 33.80 | 131% |
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