Interact to see
Advertisement
Advertisement
FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
Fidelity Advisor Value Z
Price$36.20
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets322.49M
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FVLZX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVLZX vs. JVMIX commentary
Nov 20, 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: 23.5B vs. FVLZX (322M). FVLZX pays higher dividends than JVMIX: FVLZX (0.91) vs JVMIX (0.75). 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 : -6.42 vs. FVLZX (-10.15). FVLZX return over 5 years is better than : 57.32 vs. JVMIX (32.85).
| 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 | 3.392 | 7.829 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 23.5B | 1% |
| Annual Yield % from dividends | 0.91 | 0.75 | 121% |
| Returns for 1 year | -10.15 | -6.42 | 158% |
| Returns for 3 years | 20.48 | 12.74 | 161% |
| Returns for 5 years | 57.32 | 32.85 | 174% |
| Returns for 10 years | N/A | 45.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement