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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$28.88
Change-$0.46 (-1.57%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap I
Price$28.78
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets22.77B
FIDFX vs JVMIX Comparison Chart in %
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FIDFX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.8B vs. FIDFX (1.8B). FIDFX pays higher dividends than JVMIX: FIDFX (0.92) vs JVMIX (0.76). FIDFX was incepted earlier than JVMIX: FIDFX (9 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FIDFX (0.75). FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (49.00). 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 : -1.90 vs. FIDFX (-8.17). FIDFX return over 5 years is better than : 63.05 vs. JVMIX (54.01).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -2.990 | 6.790 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.8B | 8% |
| Annual Yield % from dividends | 0.92 | 0.76 | 121% |
| Returns for 1 year | -8.17 | -1.90 | 430% |
| Returns for 3 years | 14.31 | 15.53 | 92% |
| Returns for 5 years | 63.05 | 54.01 | 117% |
| Returns for 10 years | N/A | 45.05 | - |
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