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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$27.67
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.58B
FMPEX vs JVMTX Comparison Chart in %
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FMPEX vs. JVMTX commentary
Jul 19, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FMPEX (1.8B). JVMTX pays higher dividends than FMPEX: JVMTX (0.65) vs FMPEX (0.00). FMPEX was incepted earlier than JVMTX: FMPEX (18 years) vs JVMTX (12 years). FMPEX (1.87) is less costly to investors than JVMTX (1.11). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (49.00). FMPEX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.55 vs. FMPEX (-7.76). FMPEX (56.70) and JVMTX (56.21) have equivalent 5 years return.
| FMPEX | JVMTX | FMPEX / JVMTX | |
| Total Expense Ratio | 1.87 | 1.00 | 187% |
| Annual Report Gross Expense Ratio | 1.87 | 1.11 | 168% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | -1.599 | 7.878 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | -7.76 | -1.55 | 501% |
| Returns for 3 years | 20.22 | 23.85 | 85% |
| Returns for 5 years | 56.70 | 56.21 | 101% |
| Returns for 10 years | 16.33 | 44.77 | 36% |
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