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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$32.66
Change+$0.52 (+1.62%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.86
Change+$0.41 (+1.30%)
VolumeN/A
CapitalizationN/A
FMPEX vs JVMTX Comparison Chart
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FMPEX vs. JVMTX commentary
Nov 22, 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: 23.9B 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 : 32.12 vs. JVMTX (21.93). FMPEX return over 5 years is better than : 56.06 vs. JVMTX (47.50).
| 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 | 19.502 | 16.533 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 23.9B | 8% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 32.12 | 21.93 | 146% |
| Returns for 3 years | 16.07 | 10.80 | 149% |
| Returns for 5 years | 56.06 | 47.50 | 118% |
| Returns for 10 years | 35.37 | 62.18 | 57% |
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