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FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
Fidelity Advisor Mid Cap Value C
Price$23.86
Change+$0.26 (+1.10%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
FMPEX vs JVMIX Comparison Chart
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FMPEX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.4B vs. FMPEX (1.75B). JVMIX pays higher dividends than FMPEX: JVMIX (0.83) vs FMPEX (0.00). FMPEX was incepted earlier than JVMIX: FMPEX (18 years) vs JVMIX (28 years). FMPEX (1.91) is less costly to investors than JVMIX (0.88). FMPEX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (47.00). FMPEX has a lower initial minimum investment than JVMIX: FMPEX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -11.04 vs. FMPEX (-15.56). FMPEX (49.58) and JVMIX (48.61) have equivalent 5 years return.
| FMPEX | JVMIX | FMPEX / JVMIX | |
| Total Expense Ratio | 1.91 | 0.87 | 220% |
| Annual Report Gross Expense Ratio | 1.91 | 0.88 | 217% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -16.134 | -8.497 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 19.4B | 9% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | -15.56 | -11.04 | 141% |
| Returns for 3 years | -10.20 | -7.77 | 131% |
| Returns for 5 years | 49.58 | 48.61 | 102% |
| Returns for 10 years | -1.54 | 23.10 | -7% |
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