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FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$23.86
Change+$0.26 (+1.10%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
FMPEX vs JVMAX Comparison Chart
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FMPEX vs. JVMAX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. FMPEX (1.75B). JVMAX pays higher dividends than FMPEX: JVMAX (0.61) vs FMPEX (0.00). FMPEX was incepted earlier than JVMAX: FMPEX (18 years) vs JVMAX (28 years). FMPEX (1.91) is less costly to investors than JVMAX (1.13). FMPEX is a more actively managed with annual turnover of: 78.00 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 : -11.80 vs. FMPEX (-15.56). FMPEX return over 5 years is better than : 49.58 vs. JVMAX (45.43).
| FMPEX | JVMAX | FMPEX / JVMAX | |
| Total Expense Ratio | 1.91 | 1.12 | 171% |
| Annual Report Gross Expense Ratio | 1.91 | 1.13 | 169% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -16.134 | -8.576 | 188% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 19.4B | 9% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -15.56 | -11.80 | 132% |
| Returns for 3 years | -10.20 | -9.16 | 111% |
| Returns for 5 years | 49.58 | 45.43 | 109% |
| Returns for 10 years | -1.54 | 18.32 | -8% |
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