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FMPEX vs JVMRX
FMPEX vs JVMRX Comparison
Open Charts FMPEX vs JVMRX
Fidelity Advisor Mid Cap Value C
Price$27.42
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.18B
FMPEX vs JVMRX Comparison Chart in %
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FMPEX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. FMPEX (1.69B). JVMRX pays higher dividends than FMPEX: JVMRX (0.86) vs FMPEX (0.00). FMPEX was incepted earlier than JVMRX: FMPEX (18 years) vs JVMRX (14 years). FMPEX (1.87) is less costly to investors than JVMRX (0.76). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMRX (49.00). FMPEX has a lower initial minimum investment than JVMRX: FMPEX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.38 vs. FMPEX (-3.24). JVMRX (51.76) and FMPEX (49.47) have equivalent 5 years return.
| FMPEX | JVMRX | FMPEX / JVMRX | |
| Total Expense Ratio | 1.87 | 0.75 | 249% |
| Annual Report Gross Expense Ratio | 1.87 | 0.76 | 246% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -2.488 | 7.906 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.2B | 7% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -3.24 | 4.38 | -74% |
| Returns for 3 years | 10.18 | 16.07 | 63% |
| Returns for 5 years | 49.47 | 51.76 | 96% |
| Returns for 10 years | 16.28 | 44.89 | 36% |
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