Interact to see
Advertisement
Advertisement
FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
Fidelity Advisor Mid Cap Value C
Price$27.42
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap I
Price$28.89
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.18B
FMPEX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMPEX vs. JVMIX commentary
Aug 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FMPEX (1.69B). JVMIX pays higher dividends than FMPEX: JVMIX (0.76) vs FMPEX (0.00). FMPEX was incepted earlier than JVMIX: FMPEX (18 years) vs JVMIX (28 years). FMPEX (1.87) is less costly to investors than JVMIX (0.88). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (49.00). 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 : 4.27 vs. FMPEX (-3.24). JVMIX (51.24) and FMPEX (49.47) have equivalent 5 years return.
| FMPEX | JVMIX | FMPEX / JVMIX | |
| Total Expense Ratio | 1.87 | 0.87 | 215% |
| Annual Report Gross Expense Ratio | 1.87 | 0.88 | 213% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -2.488 | 7.829 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.2B | 7% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -3.24 | 4.27 | -76% |
| Returns for 3 years | 10.18 | 15.79 | 64% |
| Returns for 5 years | 49.47 | 51.24 | 97% |
| Returns for 10 years | 16.28 | 43.96 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFV | 65.23 | 0.55 | +0.85% |
| iShares MSCI EAFE Value ETF | |||
| EHI | 6.60 | 0.03 | +0.46% |
| Western Asset Global High Income Fund | |||
| SHPP | 28.47 | N/A | N/A |
| Pacer Industrials and Logistics ETF | |||
| XJUL | 37.53 | -0.05 | -0.12% |
| FT Vest U.S. Eq Enh & ModBufETF-Jul | |||
| IBDY | 25.91 | -0.03 | -0.12% |
| iShares iBonds Dec 2033 Term Corp ETF | |||