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FVLZX vs JVMRX
FVLZX vs JVMRX Comparison
Open Charts FVLZX vs JVMRX
Fidelity Advisor Value Z
Price$34.04
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets328.26M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
FVLZX vs JVMRX Comparison Chart
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FVLZX vs. JVMRX commentary
Jun 15, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. FVLZX (328M). FVLZX pays higher dividends than JVMRX: FVLZX (1.00) vs JVMRX (0.91). FVLZX was incepted earlier than JVMRX: FVLZX (8 years) vs JVMRX (14 years). FVLZX (0.80) is less costly to investors than JVMRX (0.76). FVLZX is a more actively managed with annual turnover of: 80.00 vs. JVMRX (47.00). FVLZX has a lower initial minimum investment than JVMRX: FVLZX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -2.76 vs. FVLZX (-7.33). FVLZX return over 5 years is better than : 90.21 vs. JVMRX (52.66).
| FVLZX | JVMRX | FVLZX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -2.965 | 2.524 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 21.5B | 2% |
| Annual Yield % from dividends | 1.00 | 0.91 | 110% |
| Returns for 1 year | -7.33 | -2.76 | 265% |
| Returns for 3 years | 18.66 | 17.06 | 109% |
| Returns for 5 years | 90.21 | 52.66 | 171% |
| Returns for 10 years | N/A | 37.73 | - |
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