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FMPTX vs JVMTX
FMPTX vs JVMTX Comparison
Open Charts FMPTX vs JVMTX
Fidelity Advisor Mid Cap Value M
Price$27.11
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
FMPTX vs JVMTX Comparison Chart
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FMPTX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. FMPTX (1.67B). JVMTX pays higher dividends than FMPTX: JVMTX (0.71) vs FMPTX (0.45). FMPTX was incepted earlier than JVMTX: FMPTX (18 years) vs JVMTX (12 years). FMPTX (1.37) is less costly to investors than JVMTX (1.11). FMPTX is a more actively managed with annual turnover of: 96.00 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 : -6.01 vs. FMPTX (-11.07). FMPTX return over 5 years is better than : 64.19 vs. JVMTX (57.84).
| FMPTX | JVMTX | FMPTX / JVMTX | |
| Total Expense Ratio | 1.37 | 1.00 | 137% |
| Annual Report Gross Expense Ratio | 1.37 | 1.11 | 123% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | -7.177 | 1.226 | -585% |
| 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 | 0.71 | 63% |
| Returns for 1 year | -11.07 | -6.01 | 184% |
| Returns for 3 years | 7.75 | 8.59 | 90% |
| Returns for 5 years | 64.19 | 57.84 | 111% |
| Returns for 10 years | 11.24 | 32.71 | 34% |
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