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FIDFX vs JVMRX
FIDFX vs JVMRX Comparison
Open Charts FIDFX vs JVMRX
Fidelity Advisor Mid Cap Value Z
Price$29.92
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FIDFX vs JVMRX Comparison Chart in %
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FIDFX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FIDFX (1.8B). FIDFX pays higher dividends than JVMRX: FIDFX (0.93) vs JVMRX (0.88). FIDFX was incepted earlier than JVMRX: FIDFX (8 years) vs JVMRX (14 years). JVMRX (0.76) and FIDFX (0.75) have similar cost to investors . FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMRX (47.00). FIDFX has a lower initial minimum investment than JVMRX: FIDFX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. FIDFX (0.59). FIDFX return over 5 years is better than : 74.34 vs. JVMRX (63.32).
| FIDFX | JVMRX | FIDFX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 0.504 | 8.500 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.93 | 0.88 | 106% |
| Returns for 1 year | 0.59 | 3.59 | 16% |
| Returns for 3 years | 26.52 | 24.14 | 110% |
| Returns for 5 years | 74.34 | 63.32 | 117% |
| Returns for 10 years | N/A | 49.30 | - |
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