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FMPAX vs JVMSX
FMPAX vs JVMSX Comparison
Open Charts FMPAX vs JVMSX
Fidelity Advisor Mid Cap Value A
Price$27.25
Change-$0.09 (-0.33%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R2
Price$26.96
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.19B
FMPAX vs JVMSX Comparison Chart
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FMPAX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.2B vs. FMPAX (1.67B). FMPAX pays higher dividends than JVMSX: FMPAX (0.70) vs JVMSX (0.46). FMPAX was incepted earlier than JVMSX: FMPAX (18 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FMPAX (1.12). FMPAX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (47.00). FMPAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -5.65 vs. FMPAX (-10.10). FMPAX return over 5 years is better than : 65.69 vs. JVMSX (55.56).
| FMPAX | JVMSX | FMPAX / JVMSX | |
| Total Expense Ratio | 1.12 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.12 | 1.26 | 89% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | -7.564 | 0.559 | -1,352% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 21.2B | 8% |
| Annual Yield % from dividends | 0.70 | 0.46 | 153% |
| Returns for 1 year | -10.10 | -5.65 | 179% |
| Returns for 3 years | 9.18 | 8.08 | 114% |
| Returns for 5 years | 65.69 | 55.56 | 118% |
| Returns for 10 years | 13.45 | 31.15 | 43% |
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