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FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$25.21
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap A
Price$24.82
Change+$0.18 (+0.73%)
VolumeN/A
Net Assets20.49B
FMPEX vs JVMAX Comparison Chart
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FMPEX vs. JVMAX commentary
May 09, 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 FMPEX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.5B vs. FMPEX (1.67B). JVMAX pays higher dividends than FMPEX: JVMAX (0.63) vs FMPEX (0.00). FMPEX was incepted earlier than JVMAX: FMPEX (18 years) vs JVMAX (28 years). FMPEX (1.87) is less costly to investors than JVMAX (1.13). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (47.00). FMPEX has a lower initial minimum investment than JVMAX: FMPEX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -9.66 vs. FMPEX (-13.40). FMPEX return over 5 years is better than : 51.64 vs. JVMAX (48.69).
| FMPEX | JVMAX | FMPEX / JVMAX | |
| Total Expense Ratio | 1.87 | 1.12 | 167% |
| Annual Report Gross Expense Ratio | 1.87 | 1.13 | 165% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -10.697 | -3.068 | 349% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | -13.40 | -9.66 | 139% |
| Returns for 3 years | 0.06 | -0.11 | -56% |
| Returns for 5 years | 51.64 | 48.69 | 106% |
| Returns for 10 years | 4.37 | 25.08 | 17% |
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