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FTVFX vs JVMTX
FTVFX vs JVMTX Comparison
Open Charts FTVFX vs JVMTX
Fidelity Advisor Value M
Price$32.09
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
FTVFX vs JVMTX Comparison Chart
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FTVFX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.8B vs. FTVFX (318M). JVMTX pays higher dividends than FTVFX: JVMTX (0.71) vs FTVFX (0.46). FTVFX was incepted earlier than JVMTX: FTVFX (21 years) vs JVMTX (12 years). FTVFX (1.44) is less costly to investors than JVMTX (1.11). FTVFX is a more actively managed with annual turnover of: 80.00 vs. JVMTX (47.00). FTVFX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -8.11 vs. FTVFX (-14.18). FTVFX return over 5 years is better than : 92.16 vs. JVMTX (53.69).
| FTVFX | JVMTX | FTVFX / JVMTX | |
| Total Expense Ratio | 1.40 | 1.00 | 140% |
| Annual Report Gross Expense Ratio | 1.44 | 1.11 | 130% |
| Fund Existence | 21 years | 12 years | - |
| Gain YTD | -6.456 | -1.375 | 470% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 20.8B | 2% |
| Annual Yield % from dividends | 0.46 | 0.71 | 64% |
| Returns for 1 year | -14.18 | -8.11 | 175% |
| Returns for 3 years | 8.80 | 6.43 | 137% |
| Returns for 5 years | 92.16 | 53.69 | 172% |
| Returns for 10 years | 44.25 | 31.78 | 139% |
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