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FMPAX vs JVMAX
FMPAX vs JVMAX Comparison
Open Charts FMPAX vs JVMAX
Fidelity Advisor Mid Cap Value A
Price$27.25
Change-$0.09 (-0.33%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap A
Price$25.58
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets21.19B
FMPAX vs JVMAX Comparison Chart
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FMPAX vs. JVMAX commentary
May 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 FMPAX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.2B vs. FMPAX (1.67B). FMPAX pays higher dividends than JVMAX: FMPAX (0.70) vs JVMAX (0.63). FMPAX was incepted earlier than JVMAX: FMPAX (18 years) vs JVMAX (28 years). JVMAX (1.13) and FMPAX (1.12) have similar cost to investors . FMPAX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (47.00). FMPAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). FMPAX has a lower initial minimum investment than JVMAX: FMPAX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -6.04 vs. FMPAX (-10.10). FMPAX return over 5 years is better than : 65.69 vs. JVMAX (54.46).
| FMPAX | JVMAX | FMPAX / JVMAX | |
| Total Expense Ratio | 1.12 | 1.12 | 100% |
| Annual Report Gross Expense Ratio | 1.12 | 1.13 | 99% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -7.564 | 0.629 | -1,202% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 21.2B | 8% |
| Annual Yield % from dividends | 0.70 | 0.63 | 111% |
| Returns for 1 year | -10.10 | -6.04 | 167% |
| Returns for 3 years | 9.18 | 7.40 | 124% |
| Returns for 5 years | 65.69 | 54.46 | 121% |
| Returns for 10 years | 13.45 | 29.41 | 46% |
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