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FVLZX vs JVMRX
FVLZX vs JVMRX Comparison
Open Charts FVLZX vs JVMRX
Fidelity Advisor Value Z
Price$36.04
Change+$0.19 (+0.53%)
VolumeN/A
Net Assets375.76M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FVLZX vs JVMRX Comparison Chart
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FVLZX vs. JVMRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FVLZX (376M). FVLZX pays higher dividends than JVMRX: FVLZX (1.07) vs JVMRX (0.93). FVLZX was incepted earlier than JVMRX: FVLZX (8 years) vs JVMRX (13 years). FVLZX is a more actively managed with annual turnover of: 75.00 vs. JVMRX (41.00). FVLZX has a lower initial minimum investment than JVMRX: FVLZX (0) vs JVMRX (1000000). FVLZX annual gain was more profitable for investors over the last year : 6.72 vs. JVMRX (5.82). FVLZX return over 5 years is better than : 56.52 vs. JVMRX (26.86).
| FVLZX | JVMRX | FVLZX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.737 | 3.786 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 23.1B | 2% |
| Annual Yield % from dividends | 1.07 | 0.93 | 114% |
| Returns for 1 year | 6.72 | 5.82 | 116% |
| Returns for 3 years | 11.31 | 1.65 | 687% |
| Returns for 5 years | 56.52 | 26.86 | 210% |
| Returns for 10 years | N/A | 49.19 | - |
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