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FMPAX vs JVMTX
FMPAX vs JVMTX Comparison
Open Charts FMPAX vs JVMTX
Fidelity Advisor Mid Cap Value A
Price$30.45
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets1.9B
JHancock Disciplined Value Mid Cap R4
Price$27.93
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets23.13B
FMPAX vs JVMTX Comparison Chart
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FMPAX vs. JVMTX commentary
Jan 19, 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 Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FMPAX (1.9B). JVMTX pays higher dividends than FMPAX: JVMTX (0.73) vs FMPAX (0.52). FMPAX was incepted earlier than JVMTX: FMPAX (18 years) vs JVMTX (12 years). FMPAX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (41.00). FMPAX (0) and JVMTX (0) have matching initial minimum investment requirements. FMPAX annual gain was more profitable for investors over the last year : 11.18 vs. JVMTX (5.52). FMPAX return over 5 years is better than : 39.87 vs. JVMTX (25.83).
| FMPAX | JVMTX | FMPAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 3.290 | 3.790 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 23.1B | 8% |
| Annual Yield % from dividends | 0.52 | 0.73 | 71% |
| Returns for 1 year | 11.18 | 5.52 | 202% |
| Returns for 3 years | 5.48 | 1.10 | 500% |
| Returns for 5 years | 39.87 | 25.83 | 154% |
| Returns for 10 years | 34.14 | 46.91 | 73% |
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