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FIDFX vs JVMAX
FIDFX vs JVMAX Comparison
Open Charts FIDFX vs JVMAX
Fidelity Advisor Mid Cap Value Z
Price$29.92
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
FIDFX vs JVMAX Comparison Chart in %
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FIDFX vs. JVMAX commentary
Jul 07, 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: 22.6B 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 (47.00). 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 : 2.59 vs. FIDFX (0.59). FIDFX return over 5 years is better than : 74.34 vs. JVMAX (59.32).
| 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 | 0.504 | 8.301 | 6% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.93 | 0.58 | 162% |
| Returns for 1 year | 0.59 | 2.59 | 23% |
| Returns for 3 years | 26.52 | 22.00 | 121% |
| Returns for 5 years | 74.34 | 59.32 | 125% |
| Returns for 10 years | N/A | 42.63 | - |
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