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FMPTX vs JVMTX
FMPTX vs JVMTX Comparison
Open Charts FMPTX vs JVMTX
Fidelity Advisor Mid Cap Value M
Price$25.73
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$25.51
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets20.17B
FMPTX vs JVMTX Comparison Chart
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FMPTX vs. JVMTX commentary
Apr 26, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.2B vs. FMPTX (1.75B). JVMTX pays higher dividends than FMPTX: JVMTX (0.69) vs FMPTX (0.43). FMPTX was incepted earlier than JVMTX: FMPTX (18 years) vs JVMTX (12 years). FMPTX (1.41) is less costly to investors than JVMTX (1.11). FMPTX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (47.00). FMPTX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -9.30 vs. FMPTX (-12.25). FMPTX return over 5 years is better than : 63.22 vs. JVMTX (55.87).
| FMPTX | JVMTX | FMPTX / JVMTX | |
| Total Expense Ratio | 1.41 | 1.00 | 141% |
| Annual Report Gross Expense Ratio | 1.41 | 1.11 | 127% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | -11.688 | -4.868 | 240% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 20.2B | 9% |
| Annual Yield % from dividends | 0.43 | 0.69 | 62% |
| Returns for 1 year | -12.25 | -9.30 | 132% |
| Returns for 3 years | -0.02 | -0.83 | 3% |
| Returns for 5 years | 63.22 | 55.87 | 113% |
| Returns for 10 years | 7.53 | 26.57 | 28% |
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