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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$32.30
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FMPEX vs JVMTX Comparison Chart
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FMPEX vs. JVMTX commentary
Nov 14, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. FMPEX (1.91B). JVMTX pays higher dividends than FMPEX: JVMTX (0.73) vs FMPEX (0.00). FMPEX was incepted earlier than JVMTX: FMPEX (18 years) vs JVMTX (11 years). FMPEX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (41.00). FMPEX (0) and JVMTX (0) have matching initial minimum investment requirements. FMPEX annual gain was more profitable for investors over the last year : 32.05 vs. JVMTX (23.16). FMPEX return over 5 years is better than : 52.90 vs. JVMTX (46.87).
| FMPEX | JVMTX | FMPEX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 18.185 | 16.459 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 24.3B | 8% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 32.05 | 23.16 | 138% |
| Returns for 3 years | 13.23 | 9.15 | 145% |
| Returns for 5 years | 52.90 | 46.87 | 113% |
| Returns for 10 years | 36.14 | 64.84 | 56% |