FIDFX
Price
$30.76
Change
+$0.98 (+3.29%)
Updated
Aug 22 closing price
Net Assets
1.69B
JVMRX
Price
$30.05
Change
+$0.68 (+2.32%)
Updated
Aug 22 closing price
Net Assets
24.15B
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FIDFX vs JVMRX

Header iconFIDFX vs JVMRX Comparison
Open Charts FIDFX vs JVMRXBanner chart's image
Fidelity Advisor Mid Cap Value Z
Price$30.76
Change+$0.98 (+3.29%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R6
Price$30.05
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
FIDFX vs JVMRX Comparison Chart in %
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FIDFX vs. JVMRX 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 JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FIDFX (1.69B). FIDFX pays higher dividends than JVMRX: FIDFX (0.92) vs JVMRX (0.86). FIDFX was incepted earlier than JVMRX: FIDFX (9 years) vs JVMRX (14 years). FIDFX (0.75) and JVMRX (0.75) have similar cost to investors . FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMRX (49.00). FIDFX has a lower initial minimum investment than JVMRX: FIDFX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.99 vs. FIDFX (-2.56). FIDFX return over 5 years is better than : 68.51 vs. JVMRX (57.76).
FIDFXJVMRXFIDFX / JVMRX
Total Expense Ratio0.750.74101%
Annual Report Gross Expense Ratio0.750.75100%
Fund Existence9 years14 years-
Gain YTD3.32511.54429%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.69B24.2B7%
Annual Yield % from dividends0.920.86107%
Returns for 1 year-2.561.99-129%
Returns for 3 years20.1518.91107%
Returns for 5 years68.5157.76119%
Returns for 10 yearsN/A67.30-
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