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FIDFX vs JVMAX
FIDFX vs JVMAX Comparison
Open Charts FIDFX vs JVMAX
Fidelity Advisor Mid Cap Value Z
Price$29.97
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap A
Price$27.65
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets22.98B
FIDFX vs JVMAX Comparison Chart in %
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FIDFX vs. JVMAX commentary
Jul 31, 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 FIDFX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23B vs. FIDFX (1.8B). FIDFX pays higher dividends than JVMAX: FIDFX (0.93) vs JVMAX (0.58). FIDFX was incepted earlier than JVMAX: FIDFX (8 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FIDFX (0.75). FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (49.00). FIDFX has a lower initial minimum investment than JVMAX: FIDFX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -1.39 vs. FIDFX (-4.92). FIDFX return over 5 years is better than : 68.88 vs. JVMAX (53.30).
| FIDFX | JVMAX | FIDFX / JVMAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.75 | 1.13 | 66% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 1.008 | 8.773 | 11% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23B | 8% |
| Annual Yield % from dividends | 0.93 | 0.58 | 162% |
| Returns for 1 year | -4.92 | -1.39 | 355% |
| Returns for 3 years | 17.36 | 14.66 | 118% |
| Returns for 5 years | 68.88 | 53.30 | 129% |
| Returns for 10 years | N/A | 41.54 | - |
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