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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$25.37
Change+$0.50 (+2.01%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R4
Price$26.34
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets20.69B
FMPEX vs JVMTX Comparison Chart
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FMPEX vs. JVMTX commentary
May 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: 20.7B vs. FMPEX (1.67B). JVMTX pays higher dividends than FMPEX: JVMTX (0.71) 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 : -8.24 vs. FMPEX (-10.67). FMPEX return over 5 years is better than : 58.73 vs. JVMTX (55.11).
| 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 | -9.844 | -4.088 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.7B | 8% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | -10.67 | -8.24 | 130% |
| Returns for 3 years | -0.29 | -0.70 | 42% |
| Returns for 5 years | 58.73 | 55.11 | 107% |
| Returns for 10 years | 6.89 | 29.02 | 24% |
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