Interact to see
Advertisement
Advertisement
FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$27.67
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap A
Price$27.48
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets22.58B
FMPEX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMPEX vs. JVMAX commentary
Jul 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 FMPEX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. FMPEX (1.8B). JVMAX pays higher dividends than FMPEX: JVMAX (0.58) 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 (49.00). 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 : -2.24 vs. FMPEX (-7.76). FMPEX return over 5 years is better than : 56.70 vs. JVMAX (53.58).
| 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 | -1.599 | 7.789 | -21% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -7.76 | -2.24 | 346% |
| Returns for 3 years | 20.22 | 22.34 | 91% |
| Returns for 5 years | 56.70 | 53.58 | 106% |
| Returns for 10 years | 16.33 | 40.47 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers