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FMPTX vs JVMSX
FMPTX vs JVMSX Comparison
Open Charts FMPTX vs JVMSX
Fidelity Advisor Mid Cap Value M
Price$27.48
Change-$0.37 (-1.33%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
FMPTX vs JVMSX Comparison Chart
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FMPTX vs. JVMSX commentary
Jun 14, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. FMPTX (1.75B). JVMSX (0.43) and FMPTX (0.43) have matching dividends . FMPTX was incepted earlier than JVMSX: FMPTX (18 years) vs JVMSX (13 years). FMPTX (1.37) is less costly to investors than JVMSX (1.26). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (47.00). FMPTX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -2.16 vs. FMPTX (-6.09). FMPTX return over 5 years is better than : 58.25 vs. JVMSX (51.88).
| FMPTX | JVMSX | FMPTX / JVMSX | |
| Total Expense Ratio | 1.37 | 1.25 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.26 | 109% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | -4.819 | 3.506 | -137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.7B | 8% |
| Annual Yield % from dividends | 0.43 | 0.43 | 98% |
| Returns for 1 year | -6.09 | -2.16 | 281% |
| Returns for 3 years | 17.80 | 17.15 | 104% |
| Returns for 5 years | 58.25 | 51.88 | 112% |
| Returns for 10 years | 15.02 | 34.99 | 43% |
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