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FMPTX vs JVMAX
FMPTX vs JVMAX Comparison
Open Charts FMPTX vs JVMAX
Fidelity Advisor Mid Cap Value M
Price$27.32
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
FMPTX vs JVMAX Comparison Chart
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FMPTX vs. JVMAX commentary
Apr 03, 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 FMPTX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. FMPTX (1.75B). JVMAX pays higher dividends than FMPTX: JVMAX (0.61) vs FMPTX (0.43). FMPTX was incepted earlier than JVMAX: FMPTX (18 years) vs JVMAX (28 years). FMPTX (1.41) is less costly to investors than JVMAX (1.13). FMPTX is a more actively managed with annual turnover of: 78.00 vs. JVMAX (47.00). JVMAX initial investment is less costly to investors than FMPTX (4%) vs FMPTX (4%). FMPTX has a lower initial minimum investment than JVMAX: FMPTX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -9.43 vs. FMPTX (-13.56). FMPTX return over 5 years is better than : 90.98 vs. JVMAX (84.10).
| FMPTX | JVMAX | FMPTX / JVMAX | |
| Total Expense Ratio | 1.41 | 1.12 | 126% |
| Annual Report Gross Expense Ratio | 1.41 | 1.13 | 125% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -8.510 | -1.298 | 656% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.1B | 8% |
| Annual Yield % from dividends | 0.43 | 0.61 | 70% |
| Returns for 1 year | -13.56 | -9.43 | 144% |
| Returns for 3 years | -2.09 | -3.39 | 62% |
| Returns for 5 years | 90.98 | 84.10 | 108% |
| Returns for 10 years | 12.66 | 28.12 | 45% |
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