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FMPTX vs JVMAX
FMPTX vs JVMAX Comparison
Open Charts FMPTX vs JVMAX
Fidelity Advisor Mid Cap Value M
Price$27.11
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap A
Price$25.69
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.3B
FMPTX vs JVMAX Comparison Chart
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FMPTX vs. JVMAX commentary
May 23, 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 Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. FMPTX (1.67B). JVMAX pays higher dividends than FMPTX: JVMAX (0.63) vs FMPTX (0.45). 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 (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 : -6.68 vs. FMPTX (-11.07). FMPTX return over 5 years is better than : 64.19 vs. JVMAX (55.24).
| 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 | -7.177 | 1.141 | -629% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 21.3B | 8% |
| Annual Yield % from dividends | 0.45 | 0.63 | 71% |
| Returns for 1 year | -11.07 | -6.68 | 166% |
| Returns for 3 years | 7.75 | 7.28 | 107% |
| Returns for 5 years | 64.19 | 55.24 | 116% |
| Returns for 10 years | 11.24 | 28.74 | 39% |
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