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FMPTX vs MVCAX
FMPTX vs MVCAX Comparison
Open Charts FMPTX vs MVCAX
Fidelity Advisor Mid Cap Value M
Price$27.11
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.67B
FMPTX vs MVCAX Comparison Chart
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FMPTX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. FMPTX (1.67B). MVCAX pays higher dividends than FMPTX: MVCAX (0.93) vs FMPTX (0.45). FMPTX was incepted earlier than MVCAX: FMPTX (18 years) vs MVCAX (24 years). FMPTX (1.37) is less costly to investors than MVCAX (1.00). FMPTX is a more actively managed with annual turnover of: 96.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than FMPTX (4%) vs FMPTX (4%). FMPTX has a lower initial minimum investment than MVCAX: FMPTX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -7.18 vs. FMPTX (-11.07). FMPTX return over 5 years is better than : 64.19 vs. MVCAX (59.35).
| FMPTX | MVCAX | FMPTX / MVCAX | |
| Total Expense Ratio | 1.37 | 0.99 | 138% |
| Annual Report Gross Expense Ratio | 1.37 | 1.00 | 137% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -7.177 | -2.934 | 245% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 16.6B | 10% |
| Annual Yield % from dividends | 0.45 | 0.93 | 48% |
| Returns for 1 year | -11.07 | -7.18 | 154% |
| Returns for 3 years | 7.75 | 5.86 | 132% |
| Returns for 5 years | 64.19 | 59.35 | 108% |
| Returns for 10 years | 11.24 | 51.03 | 22% |
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