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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$29.92
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIDFX vs JVMIX Comparison Chart in %
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FIDFX vs. JVMIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FIDFX (1.8B). FIDFX pays higher dividends than JVMIX: FIDFX (0.93) vs JVMIX (0.78). FIDFX was incepted earlier than JVMIX: FIDFX (8 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 : 3.45 vs. FIDFX (0.59). FIDFX return over 5 years is better than : 74.34 vs. JVMIX (62.76).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 0.504 | 8.423 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.93 | 0.78 | 120% |
| Returns for 1 year | 0.59 | 3.45 | 17% |
| Returns for 3 years | 26.52 | 23.84 | 111% |
| Returns for 5 years | 74.34 | 62.76 | 118% |
| Returns for 10 years | N/A | 48.34 | - |
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