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FMPTX vs JVMIX
FMPTX vs JVMIX Comparison
Open Charts FMPTX vs JVMIX
Fidelity Advisor Mid Cap Value M
Price$30.28
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
FMPTX vs JVMIX Comparison Chart in %
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FMPTX vs. JVMIX commentary
Sep 08, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FMPTX (1.75B). JVMIX pays higher dividends than FMPTX: JVMIX (0.74) vs FMPTX (0.39). FMPTX was incepted earlier than JVMIX: FMPTX (19 years) vs JVMIX (28 years). FMPTX (1.37) is less costly to investors than JVMIX (0.86). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (49.00). FMPTX has a lower initial minimum investment than JVMIX: FMPTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. FMPTX (-2.10). FMPTX return over 5 years is better than : 62.24 vs. JVMIX (54.86).
| FMPTX | JVMIX | FMPTX / JVMIX | |
| Total Expense Ratio | 1.37 | 0.85 | 161% |
| Annual Report Gross Expense Ratio | 1.37 | 0.86 | 159% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 3.486 | 11.985 | 29% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 24.3B | 7% |
| Annual Yield % from dividends | 0.39 | 0.74 | 52% |
| Returns for 1 year | -2.10 | 2.91 | -72% |
| Returns for 3 years | 24.25 | 24.95 | 97% |
| Returns for 5 years | 62.24 | 54.86 | 113% |
| Returns for 10 years | 36.95 | 58.60 | 63% |
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