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FMPTX vs JVMCX
FMPTX vs JVMCX Comparison
Open Charts FMPTX vs JVMCX
Fidelity Advisor Mid Cap Value M
Price$27.11
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap C
Price$25.50
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.3B
FMPTX vs JVMCX Comparison Chart
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FMPTX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.3B vs. FMPTX (1.67B). FMPTX pays higher dividends than JVMCX: FMPTX (0.45) vs JVMCX (0.00). FMPTX was incepted earlier than JVMCX: FMPTX (18 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FMPTX (1.37). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMCX (47.00). FMPTX has a lower initial minimum investment than JVMCX: FMPTX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -7.40 vs. FMPTX (-11.07). FMPTX return over 5 years is better than : 64.19 vs. JVMCX (51.48).
| FMPTX | JVMCX | FMPTX / JVMCX | |
| Total Expense Ratio | 1.37 | 1.87 | 73% |
| Annual Report Gross Expense Ratio | 1.37 | 1.88 | 73% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -7.177 | 0.870 | -825% |
| Front Load | 4% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -11.07 | -7.40 | 150% |
| Returns for 3 years | 7.75 | 5.65 | 137% |
| Returns for 5 years | 64.19 | 51.48 | 125% |
| Returns for 10 years | 11.24 | 22.42 | 50% |
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