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FMPTX vs JVMAX
FMPTX vs JVMAX Comparison
Open Charts FMPTX vs JVMAX
Fidelity Advisor Mid Cap Value M
Price$29.56
Change+$0.25 (+0.85%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets23.06B
FMPTX vs JVMAX Comparison Chart in %
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FMPTX vs. JVMAX commentary
Jul 29, 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: 23.1B 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 : -1.06 vs. FMPTX (-5.22). FMPTX return over 5 years is better than : 61.88 vs. JVMAX (52.77).
| 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 | 1.025 | 9.166 | 11% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23.1B | 8% |
| Annual Yield % from dividends | 0.41 | 0.58 | 71% |
| Returns for 1 year | -5.22 | -1.06 | 491% |
| Returns for 3 years | 15.29 | 15.08 | 101% |
| Returns for 5 years | 61.88 | 52.77 | 117% |
| Returns for 10 years | 24.85 | 42.05 | 59% |
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