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FMPTX vs JVMIX
FMPTX vs JVMIX Comparison
Open Charts FMPTX vs JVMIX
Fidelity Advisor Mid Cap Value M
Price$27.32
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
FMPTX vs JVMIX Comparison Chart
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FMPTX vs. JVMIX commentary
Apr 03, 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: 21.1B vs. FMPTX (1.75B). JVMIX pays higher dividends than FMPTX: JVMIX (0.83) vs FMPTX (0.43). FMPTX was incepted earlier than JVMIX: FMPTX (18 years) vs JVMIX (28 years). FMPTX (1.41) is less costly to investors than JVMIX (0.88). FMPTX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (47.00). 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 : -8.65 vs. FMPTX (-13.56). FMPTX (90.98) and JVMIX (88.14) have equivalent 5 years return.
| FMPTX | JVMIX | FMPTX / JVMIX | |
| Total Expense Ratio | 1.41 | 0.87 | 162% |
| Annual Report Gross Expense Ratio | 1.41 | 0.88 | 160% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -8.510 | -1.224 | 695% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.1B | 8% |
| Annual Yield % from dividends | 0.43 | 0.83 | 52% |
| Returns for 1 year | -13.56 | -8.65 | 157% |
| Returns for 3 years | -2.09 | -1.89 | 111% |
| Returns for 5 years | 90.98 | 88.14 | 103% |
| Returns for 10 years | 12.66 | 33.26 | 38% |
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