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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$28.25
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
FIDFX vs JVMIX Comparison Chart
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FIDFX vs. JVMIX commentary
Jun 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: 21.5B vs. FIDFX (1.75B). FIDFX pays higher dividends than JVMIX: FIDFX (0.97) vs JVMIX (0.80). 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 (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 : -3.11 vs. FIDFX (-7.41). FIDFX return over 5 years is better than : 47.90 vs. JVMIX (39.58).
| 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 | -5.979 | 2.301 | -260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.97 | 0.80 | 121% |
| Returns for 1 year | -7.41 | -3.11 | 238% |
| Returns for 3 years | 4.81 | 4.57 | 105% |
| Returns for 5 years | 47.90 | 39.58 | 121% |
| Returns for 10 years | N/A | 37.69 | - |