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FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
Fidelity Advisor Value Z
Price$36.99
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets333.44M
JHancock Disciplined Value Mid Cap I
Price$29.90
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
FVLZX vs JVMIX Comparison Chart in %
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FVLZX vs. JVMIX commentary
Oct 21, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FVLZX (333M). FVLZX pays higher dividends than JVMIX: FVLZX (0.90) vs JVMIX (0.74). FVLZX was incepted earlier than JVMIX: FVLZX (9 years) vs JVMIX (28 years). JVMIX (0.86) 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 : -4.87 vs. FVLZX (-7.55). FVLZX return over 5 years is better than : 77.29 vs. JVMIX (47.49).
| FVLZX | JVMIX | FVLZX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 5.445 | 9.759 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 23.9B | 1% |
| Annual Yield % from dividends | 0.90 | 0.74 | 122% |
| Returns for 1 year | -7.55 | -4.87 | 155% |
| Returns for 3 years | 32.21 | 25.37 | 127% |
| Returns for 5 years | 77.29 | 47.49 | 163% |
| Returns for 10 years | N/A | 51.49 | - |
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