Interact to see
Advertisement
Advertisement
FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
Fidelity Advisor Value Z
Price$37.24
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets341.26M
JHancock Disciplined Value Mid Cap I
Price$30.09
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.25B
FVLZX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVLZX vs. JVMIX commentary
Sep 30, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FVLZX (341M). 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 : -1.30 vs. FVLZX (-6.21). FVLZX return over 5 years is better than : 92.29 vs. JVMIX (58.97).
| 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 | 6.100 | 11.725 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 24.2B | 1% |
| Annual Yield % from dividends | 0.90 | 0.74 | 121% |
| Returns for 1 year | -6.21 | -1.30 | 476% |
| Returns for 3 years | 43.54 | 34.98 | 124% |
| Returns for 5 years | 92.29 | 58.97 | 157% |
| Returns for 10 years | N/A | 60.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement