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FIDFX vs JVMTX
FIDFX vs JVMTX Comparison
Open Charts FIDFX vs JVMTX
Fidelity Advisor Mid Cap Value Z
Price$33.28
Change+$0.47 (+1.43%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.71
Change+$0.40 (+1.32%)
VolumeN/A
CapitalizationN/A
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FIDFX vs JVMTX Comparison Chart
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FIDFX vs. JVMTX commentary
Nov 06, 2024
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 JVMTX is a Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FIDFX (1.91B). FIDFX pays higher dividends than JVMTX: FIDFX (0.82) vs JVMTX (0.73). FIDFX was incepted earlier than JVMTX: FIDFX (8 years) vs JVMTX (11 years). FIDFX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (41.00). FIDFX (0) and JVMTX (0) have matching initial minimum investment requirements. FIDFX annual gain was more profitable for investors over the last year : 30.66 vs. JVMTX (20.00). FIDFX return over 5 years is better than : 55.49 vs. JVMTX (40.83).
| FIDFX | JVMTX | FIDFX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 14.042 | 10.863 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 23.1B | 8% |
| Annual Yield % from dividends | 0.82 | 0.73 | 113% |
| Returns for 1 year | 30.66 | 20.00 | 153% |
| Returns for 3 years | 12.90 | 3.98 | 324% |
| Returns for 5 years | 55.49 | 40.83 | 136% |
| Returns for 10 years | N/A | 56.68 | - |
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