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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$29.87
Change-$0.75 (-2.45%)
VolumeN/A
Net Assets1.92B
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
FIDFX vs JVMIX Comparison Chart
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FIDFX vs. JVMIX commentary
Feb 23, 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: 22.5B vs. FIDFX (1.92B). JVMIX (0.84) and FIDFX (0.82) have matching dividends . FIDFX was incepted earlier than JVMIX: FIDFX (8 years) vs JVMIX (28 years). FIDFX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (41.00). FIDFX has a lower initial minimum investment than JVMIX: FIDFX (0) vs JVMIX (250000). FIDFX annual gain was more profitable for investors over the last year : 1.71 vs. JVMIX (-1.78). FIDFX return over 5 years is better than : 42.70 vs. JVMIX (25.32).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 0.336 | 2.078 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 22.5B | 9% |
| Annual Yield % from dividends | 0.82 | 0.84 | 97% |
| Returns for 1 year | 1.71 | -1.78 | -96% |
| Returns for 3 years | 8.28 | 3.80 | 218% |
| Returns for 5 years | 42.70 | 25.32 | 169% |
| Returns for 10 years | N/A | 37.52 | - |
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