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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$25.13
Change+$0.30 (+1.21%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$24.73
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
FIDFX vs JVMIX Comparison Chart
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FIDFX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.2B vs. FIDFX (1.75B). FIDFX pays higher dividends than JVMIX: FIDFX (0.99) vs JVMIX (0.83). FIDFX was incepted earlier than JVMIX: FIDFX (8 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FIDFX (0.76). FIDFX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (47.00). FIDFX has a lower initial minimum investment than JVMIX: FIDFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -15.04 vs. FIDFX (-18.24). FIDFX return over 5 years is better than : 55.41 vs. JVMIX (44.92).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.76 | 0.87 | 87% |
| Annual Report Gross Expense Ratio | 0.76 | 0.88 | 86% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -16.594 | -9.610 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 19.2B | 9% |
| Annual Yield % from dividends | 0.99 | 0.83 | 119% |
| Returns for 1 year | -18.24 | -15.04 | 121% |
| Returns for 3 years | -6.51 | -8.15 | 80% |
| Returns for 5 years | 55.41 | 44.92 | 123% |
| Returns for 10 years | N/A | 21.66 | - |
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