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FMPEX vs JVMCX
FMPEX vs JVMCX Comparison
Open Charts FMPEX vs JVMCX
Fidelity Advisor Mid Cap Value C
Price$25.21
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap C
Price$24.64
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets20.49B
FMPEX vs JVMCX Comparison Chart
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FMPEX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.5B vs. FMPEX (1.67B). FMPEX (0.00) and JVMCX (0.00) have matching dividends . FMPEX was incepted earlier than JVMCX: FMPEX (18 years) vs JVMCX (14 years). JVMCX (1.88) and FMPEX (1.87) have similar cost to investors . FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMCX (47.00). FMPEX has a lower initial minimum investment than JVMCX: FMPEX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -10.37 vs. FMPEX (-13.40). FMPEX return over 5 years is better than : 51.64 vs. JVMCX (45.10).
| FMPEX | JVMCX | FMPEX / JVMCX | |
| Total Expense Ratio | 1.87 | 1.87 | 100% |
| Annual Report Gross Expense Ratio | 1.87 | 1.88 | 99% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -10.697 | -3.320 | 322% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -13.40 | -10.37 | 129% |
| Returns for 3 years | 0.06 | -1.67 | -4% |
| Returns for 5 years | 51.64 | 45.10 | 115% |
| Returns for 10 years | 4.37 | 18.93 | 23% |