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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$31.19
Change-$0.17 (-0.54%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FMPEX vs JVMTX Comparison Chart
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FMPEX vs. JVMTX commentary
Sep 21, 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: 23.4B vs. FMPEX (1.92B). 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 : 29.20 vs. JVMTX (19.27). FMPEX return over 5 years is better than : 54.01 vs. JVMTX (43.64).
| 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 | 14.124 | 11.010 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 23.4B | 8% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 29.20 | 19.27 | 152% |
| Returns for 3 years | 19.99 | 13.38 | 149% |
| Returns for 5 years | 54.01 | 43.64 | 124% |
| Returns for 10 years | 37.08 | 63.34 | 59% |
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