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FVLZX vs JVMRX
FVLZX vs JVMRX Comparison
Open Charts FVLZX vs JVMRX
Fidelity Advisor Value Z
Price$33.23
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets317.75M
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
FVLZX vs JVMRX Comparison Chart
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FVLZX vs. JVMRX commentary
May 23, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. FVLZX (318M). FVLZX pays higher dividends than JVMRX: FVLZX (1.04) vs JVMRX (0.96). 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 : -5.76 vs. FVLZX (-12.73). FVLZX return over 5 years is better than : 98.93 vs. JVMRX (59.16).
| 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 | -5.217 | 1.299 | -402% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 21.3B | 1% |
| Annual Yield % from dividends | 1.04 | 0.96 | 108% |
| Returns for 1 year | -12.73 | -5.76 | 221% |
| Returns for 3 years | 9.70 | 9.17 | 106% |
| Returns for 5 years | 98.93 | 59.16 | 167% |
| Returns for 10 years | N/A | 34.68 | - |
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