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FMPTX vs JVMSX
FMPTX vs JVMSX Comparison
Open Charts FMPTX vs JVMSX
Fidelity Advisor Mid Cap Value M
Price$27.11
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R2
Price$27.08
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets21.3B
FMPTX vs JVMSX Comparison Chart
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FMPTX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.3B vs. FMPTX (1.67B). JVMSX (0.46) and FMPTX (0.45) 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 : -6.30 vs. FMPTX (-11.07). FMPTX return over 5 years is better than : 64.19 vs. JVMSX (56.37).
| 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 | -7.177 | 1.082 | -664% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 21.3B | 8% |
| Annual Yield % from dividends | 0.45 | 0.46 | 97% |
| Returns for 1 year | -11.07 | -6.30 | 176% |
| Returns for 3 years | 7.75 | 7.95 | 97% |
| Returns for 5 years | 64.19 | 56.37 | 114% |
| Returns for 10 years | 11.24 | 30.46 | 37% |
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