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FIDFX vs JVMCX
FIDFX vs JVMCX Comparison
Open Charts FIDFX vs JVMCX
Fidelity Advisor Mid Cap Value Z
Price$28.88
Change-$0.46 (-1.57%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap C
Price$26.86
Change-$0.29 (-1.07%)
VolumeN/A
Net Assets22.77B
FIDFX vs JVMCX Comparison Chart in %
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FIDFX vs. JVMCX commentary
Aug 03, 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 FIDFX is a StrongBuy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.8B vs. FIDFX (1.8B). FIDFX pays higher dividends than JVMCX: FIDFX (0.92) vs JVMCX (0.00). FIDFX was incepted earlier than JVMCX: FIDFX (9 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FIDFX (0.75). FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMCX (49.00). FIDFX has a lower initial minimum investment than JVMCX: FIDFX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -3.52 vs. FIDFX (-8.17). FIDFX return over 5 years is better than : 63.05 vs. JVMCX (47.12).
| FIDFX | JVMCX | FIDFX / JVMCX | |
| Total Expense Ratio | 0.75 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.75 | 1.88 | 40% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -2.990 | 6.166 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.8B | 8% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -8.17 | -3.52 | 232% |
| Returns for 3 years | 14.31 | 12.03 | 119% |
| Returns for 5 years | 63.05 | 47.12 | 134% |
| Returns for 10 years | N/A | 32.60 | - |
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