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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$28.09
Change+$0.21 (+0.75%)
VolumeN/A
Net Assets1.87B
JHancock Disciplined Value Mid Cap R4
Price$27.06
Change-$0.43 (-1.56%)
VolumeN/A
Net Assets22.5B
FMPEX vs JVMTX Comparison Chart
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FMPEX vs. JVMTX commentary
Mar 04, 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: 22.5B vs. FMPEX (1.87B). JVMTX pays higher dividends than FMPEX: JVMTX (0.73) vs FMPEX (0.00). FMPEX was incepted earlier than JVMTX: FMPEX (18 years) vs JVMTX (12 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 : -1.33 vs. JVMTX (-2.78). FMPEX return over 5 years is better than : 50.76 vs. JVMTX (43.16).
| FMPEX | JVMTX | FMPEX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | -0.178 | 2.155 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 22.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | -1.33 | -2.78 | 48% |
| Returns for 3 years | 3.47 | 5.13 | 68% |
| Returns for 5 years | 50.76 | 43.16 | 118% |
| Returns for 10 years | 17.62 | 36.50 | 48% |
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