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FIDFX vs JVMCX
FIDFX vs JVMCX Comparison
Open Charts FIDFX vs JVMCX
Fidelity Advisor Mid Cap Value Z
Price$25.13
Change+$0.30 (+1.21%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap C
Price$23.15
Change+$0.34 (+1.49%)
VolumeN/A
Net Assets19.24B
FIDFX vs JVMCX Comparison Chart
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FIDFX vs. JVMCX 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 FIDFX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.2B vs. FIDFX (1.75B). FIDFX pays higher dividends than JVMCX: FIDFX (0.99) vs JVMCX (0.00). FIDFX was incepted earlier than JVMCX: FIDFX (8 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FIDFX (0.76). FIDFX is a more actively managed with annual turnover of: 78.00 vs. JVMCX (47.00). 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 : -16.45 vs. FIDFX (-18.24). FIDFX return over 5 years is better than : 55.41 vs. JVMCX (38.52).
| FIDFX | JVMCX | FIDFX / JVMCX | |
| Total Expense Ratio | 0.76 | 1.87 | 41% |
| Annual Report Gross Expense Ratio | 0.76 | 1.88 | 40% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -16.594 | -9.842 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 19.2B | 9% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -18.24 | -16.45 | 111% |
| Returns for 3 years | -6.51 | -10.88 | 60% |
| Returns for 5 years | 55.41 | 38.52 | 144% |
| Returns for 10 years | N/A | 11.23 | - |
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