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FMPTX vs JVMTX
FMPTX vs JVMTX Comparison
Open Charts FMPTX vs JVMTX
Fidelity Advisor Mid Cap Value M
Price$27.32
Change+$0.42 (+1.56%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$26.89
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets21.11B
FMPTX vs JVMTX Comparison Chart
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FMPTX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.1B 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 : -8.82 vs. FMPTX (-13.56). FMPTX (90.98) and JVMTX (87.17) have equivalent 5 years return.
| 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 | -8.510 | -1.263 | 674% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.1B | 8% |
| Annual Yield % from dividends | 0.43 | 0.69 | 62% |
| Returns for 1 year | -13.56 | -8.82 | 154% |
| Returns for 3 years | -2.09 | -2.19 | 96% |
| Returns for 5 years | 90.98 | 87.17 | 104% |
| Returns for 10 years | 12.66 | 32.05 | 39% |
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