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FMPOX vs JVMAX
FMPOX vs JVMAX Comparison
Open Charts FMPOX vs JVMAX
Fidelity Advisor Mid Cap Value I
Price$24.83
Change-$1.13 (-4.35%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
FMPOX vs JVMAX Comparison Chart
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FMPOX vs. JVMAX commentary
Apr 11, 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 FMPOX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. FMPOX (1.75B). FMPOX pays higher dividends than JVMAX: FMPOX (0.90) vs JVMAX (0.61). FMPOX was incepted earlier than JVMAX: FMPOX (18 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FMPOX (0.91). FMPOX is a more actively managed with annual turnover of: 78.00 vs. JVMAX (47.00). FMPOX has a lower initial minimum investment than JVMAX: FMPOX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -13.18 vs. FMPOX (-15.03). FMPOX return over 5 years is better than : 61.37 vs. JVMAX (46.66).
| FMPOX | JVMAX | FMPOX / JVMAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 0.91 | 1.13 | 81% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -12.827 | -6.609 | 194% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 19.9B | 9% |
| Annual Yield % from dividends | 0.90 | 0.61 | 147% |
| Returns for 1 year | -15.03 | -13.18 | 114% |
| Returns for 3 years | -2.69 | -6.52 | 41% |
| Returns for 5 years | 61.37 | 46.66 | 132% |
| Returns for 10 years | 10.08 | 20.81 | 48% |