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FMPAX vs JVMTX
FMPAX vs JVMTX Comparison
Open Charts FMPAX vs JVMTX
Fidelity Advisor Mid Cap Value A
Price$27.25
Change-$0.09 (-0.33%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R4
Price$27.09
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.19B
FMPAX vs JVMTX Comparison Chart
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FMPAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.2B vs. FMPAX (1.67B). JVMTX (0.71) and FMPAX (0.70) have matching dividends . FMPAX was incepted earlier than JVMTX: FMPAX (18 years) vs JVMTX (12 years). FMPAX (1.12) and JVMTX (1.11) have similar cost to investors . FMPAX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (47.00). FMPAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -5.39 vs. FMPAX (-10.10). FMPAX return over 5 years is better than : 65.69 vs. JVMTX (56.97).
| FMPAX | JVMTX | FMPAX / JVMTX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.12 | 1.11 | 101% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | -7.564 | 0.669 | -1,131% |
| 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 | 0.71 | 99% |
| Returns for 1 year | -10.10 | -5.39 | 187% |
| Returns for 3 years | 9.18 | 8.68 | 106% |
| Returns for 5 years | 65.69 | 56.97 | 115% |
| Returns for 10 years | 13.45 | 33.36 | 40% |
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