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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
Fidelity Advisor Mid Cap Value Z
Price$30.48
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FIDFX vs JVMIX Comparison Chart in %
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FIDFX vs. JVMIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FIDFX (1.74B). 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 : -4.87 vs. FIDFX (-8.80). FIDFX return over 5 years is better than : 60.18 vs. JVMIX (47.49).
| 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 | 2.385 | 9.759 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 23.9B | 7% |
| Annual Yield % from dividends | 0.89 | 0.74 | 120% |
| Returns for 1 year | -8.80 | -4.87 | 181% |
| Returns for 3 years | 29.36 | 25.37 | 116% |
| Returns for 5 years | 60.18 | 47.49 | 127% |
| Returns for 10 years | N/A | 51.49 | - |
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