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FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$32.66
Change+$0.52 (+1.62%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$30.25
Change+$0.39 (+1.31%)
VolumeN/A
CapitalizationN/A
FMPEX vs JVMAX Comparison Chart
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FMPEX vs. JVMAX commentary
Nov 22, 2024
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: 23.9B vs. FMPEX (1.91B). JVMAX pays higher dividends than FMPEX: JVMAX (0.67) vs FMPEX (0.00). FMPEX was incepted earlier than JVMAX: FMPEX (18 years) vs JVMAX (27 years). FMPEX is a more actively managed with annual turnover of: 78.00 vs. JVMAX (41.00). FMPEX has a lower initial minimum investment than JVMAX: FMPEX (0) vs JVMAX (1000). FMPEX annual gain was more profitable for investors over the last year : 32.12 vs. JVMAX (21.65). FMPEX return over 5 years is better than : 56.06 vs. JVMAX (45.83).
| FMPEX | JVMAX | FMPEX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 19.502 | 16.391 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 23.9B | 8% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 32.12 | 21.65 | 148% |
| Returns for 3 years | 16.07 | 9.79 | 164% |
| Returns for 5 years | 56.06 | 45.83 | 122% |
| Returns for 10 years | 35.37 | 58.20 | 61% |
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