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FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
Fidelity Advisor Mid Cap Value C
Price$31.19
Change-$0.17 (-0.54%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FMPEX vs JVMIX Comparison Chart
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FMPEX vs. JVMIX commentary
Sep 21, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FMPEX (1.92B). JVMIX pays higher dividends than FMPEX: JVMIX (0.84) vs FMPEX (0.00). FMPEX was incepted earlier than JVMIX: FMPEX (18 years) vs JVMIX (27 years). FMPEX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (41.00). FMPEX has a lower initial minimum investment than JVMIX: FMPEX (0) vs JVMIX (250000). FMPEX annual gain was more profitable for investors over the last year : 29.20 vs. JVMIX (19.46). FMPEX return over 5 years is better than : 54.01 vs. JVMIX (44.34).
| FMPEX | JVMIX | FMPEX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 14.124 | 11.144 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 23.4B | 8% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | 29.20 | 19.46 | 150% |
| Returns for 3 years | 19.99 | 13.73 | 146% |
| Returns for 5 years | 54.01 | 44.34 | 122% |
| Returns for 10 years | 37.08 | 64.87 | 57% |