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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$30.83
Change+$0.45 (+1.48%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
FIDFX vs JVMIX Comparison Chart in %
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FIDFX vs. JVMIX commentary
Sep 09, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIDFX (1.75B). FIDFX pays higher dividends than JVMIX: FIDFX (0.89) vs JVMIX (0.74). FIDFX was incepted earlier than JVMIX: FIDFX (9 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FIDFX (0.75). FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (49.00). FIDFX has a lower initial minimum investment than JVMIX: FIDFX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. FIDFX (-1.24). FIDFX return over 5 years is better than : 68.32 vs. JVMIX (54.86).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.75 | 0.86 | 87% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 3.997 | 11.985 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 24.3B | 7% |
| Annual Yield % from dividends | 0.89 | 0.74 | 119% |
| Returns for 1 year | -1.24 | 2.91 | -43% |
| Returns for 3 years | 27.07 | 24.95 | 109% |
| Returns for 5 years | 68.32 | 54.86 | 125% |
| Returns for 10 years | N/A | 58.60 | - |
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