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FVLZX vs JVMRX
FVLZX vs JVMRX Comparison
Open Charts FVLZX vs JVMRX
Fidelity Advisor Value Z
Price$30.45
Change+$0.46 (+1.53%)
VolumeN/A
Net Assets333.12M
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
FVLZX vs JVMRX Comparison Chart
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FVLZX vs. JVMRX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. FVLZX (333M). FVLZX pays higher dividends than JVMRX: FVLZX (1.00) vs JVMRX (0.94). 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 : -14.99 vs. FVLZX (-20.12). FVLZX return over 5 years is better than : 88.19 vs. JVMRX (45.40).
| 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 | -14.510 | -9.614 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 19.2B | 2% |
| Annual Yield % from dividends | 1.00 | 0.94 | 107% |
| Returns for 1 year | -20.12 | -14.99 | 134% |
| Returns for 3 years | -5.91 | -7.97 | 74% |
| Returns for 5 years | 88.19 | 45.40 | 194% |
| Returns for 10 years | N/A | 22.35 | - |
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