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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$26.26
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$27.52
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
FMPEX vs JVMTX Comparison Chart
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FMPEX vs. JVMTX commentary
Jun 06, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FMPEX (1.75B). JVMTX pays higher dividends than FMPEX: JVMTX (0.67) 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 (47.00). FMPEX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.69 vs. FMPEX (-9.41). JVMTX (38.93) and FMPEX (38.08) 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 | -6.645 | 2.230 | -298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | -9.41 | -3.69 | 255% |
| Returns for 3 years | 1.58 | 5.40 | 29% |
| Returns for 5 years | 38.08 | 38.93 | 98% |
| Returns for 10 years | 9.86 | 36.46 | 27% |
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