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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$30.76
Change+$0.98 (+3.29%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap I
Price$30.04
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
FIDFX vs JVMIX Comparison Chart in %
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FIDFX vs. JVMIX commentary
Aug 25, 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: 24.2B vs. FIDFX (1.69B). 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 (0.86) 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 : 1.88 vs. FIDFX (-2.56). FIDFX return over 5 years is better than : 68.51 vs. JVMIX (57.22).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.75 | 0.86 | 87% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 3.325 | 11.466 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 24.2B | 7% |
| Annual Yield % from dividends | 0.92 | 0.76 | 121% |
| Returns for 1 year | -2.56 | 1.88 | -136% |
| Returns for 3 years | 20.15 | 18.67 | 108% |
| Returns for 5 years | 68.51 | 57.22 | 120% |
| Returns for 10 years | N/A | 66.21 | - |
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