FIDFX
Price
$29.92
Change
+$0.14 (+0.47%)
Updated
Jul 3 closing price
Net Assets
1.8B
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIDFX vs JVMRX

Header iconFIDFX vs JVMRX Comparison
Open Charts FIDFX vs JVMRXBanner chart's image
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.

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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).
FIDFXJVMRXFIDFX / JVMRX
Total Expense Ratio0.750.75100%
Annual Report Gross Expense Ratio0.750.7699%
Fund Existence8 years14 years-
Gain YTD0.5048.5006%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B22.6B8%
Annual Yield % from dividends0.930.88106%
Returns for 1 year0.593.5916%
Returns for 3 years26.5224.14110%
Returns for 5 years74.3463.32117%
Returns for 10 yearsN/A49.30-
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