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FMPTX vs JVMAX
FMPTX vs JVMAX Comparison
Open Charts FMPTX vs JVMAX
Fidelity Advisor Mid Cap Value M
Price$29.29
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
FMPTX vs JVMAX Comparison Chart in %
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FMPTX vs. JVMAX commentary
Jul 05, 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: 22.6B vs. FMPTX (1.8B). JVMAX pays higher dividends than FMPTX: JVMAX (0.58) vs FMPTX (0.41). FMPTX was incepted earlier than JVMAX: FMPTX (18 years) vs JVMAX (28 years). FMPTX (1.37) is less costly to investors than JVMAX (1.13). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (49.00). 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 : 2.59 vs. FMPTX (-0.30). FMPTX return over 5 years is better than : 67.99 vs. JVMAX (59.32).
| FMPTX | JVMAX | FMPTX / JVMAX | |
| Total Expense Ratio | 1.37 | 1.12 | 122% |
| Annual Report Gross Expense Ratio | 1.37 | 1.13 | 121% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 0.103 | 8.301 | 1% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.41 | 0.58 | 71% |
| Returns for 1 year | -0.30 | 2.59 | -11% |
| Returns for 3 years | 23.68 | 22.00 | 108% |
| Returns for 5 years | 67.99 | 59.32 | 115% |
| Returns for 10 years | 23.31 | 42.63 | 55% |
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