Interact to see
Advertisement
Advertisement
FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
Fidelity Advisor Value Z
Price$36.38
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets330.43M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FVLZX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVLZX vs. JVMIX commentary
Aug 18, 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 FVLZX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FVLZX (330M). FVLZX pays higher dividends than JVMIX: FVLZX (0.94) vs JVMIX (0.76). FVLZX was incepted earlier than JVMIX: FVLZX (9 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FVLZX (0.80). FVLZX is a more actively managed with annual turnover of: 80.00 vs. JVMIX (49.00). FVLZX has a lower initial minimum investment than JVMIX: FVLZX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. FVLZX (-3.61). FVLZX return over 5 years is better than : 82.25 vs. JVMIX (50.10).
| FVLZX | JVMIX | FVLZX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.80 | 0.88 | 91% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 3.706 | 8.980 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 23.6B | 1% |
| Annual Yield % from dividends | 0.94 | 0.76 | 124% |
| Returns for 1 year | -3.61 | 0.76 | -477% |
| Returns for 3 years | 13.55 | 11.90 | 114% |
| Returns for 5 years | 82.25 | 50.10 | 164% |
| Returns for 10 years | N/A | 45.29 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LDVAX | 29.49 | 0.18 | +0.61% |
| AXS FTSE Vntr Cptl RetTrckr A | |||
| RIRFX | 78.05 | N/A | N/A |
| American Funds Capital Income Bldr R5 | |||
| GSSQX | 66.99 | -0.01 | -0.01% |
| Goldman Sachs US Equity Insights A | |||
| FTVNX | 34.02 | -0.29 | -0.85% |
| FullerThaler Behav Md-Cp Val Investor | |||
| AVPAX | 22.93 | -0.22 | -0.95% |
| American Beacon Small Cp Val Inv | |||