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FIDFX vs JVMRX
FIDFX vs JVMRX Comparison
Open Charts FIDFX vs JVMRX
Fidelity Advisor Mid Cap Value Z
Price$29.97
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R6
Price$29.36
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets22.98B
FIDFX vs JVMRX Comparison Chart in %
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FIDFX vs. JVMRX commentary
Jul 31, 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: 23B 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 (49.00). 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 : -0.46 vs. FIDFX (-4.92). FIDFX return over 5 years is better than : 68.88 vs. JVMRX (57.12).
| 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 | 1.008 | 8.983 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23B | 8% |
| Annual Yield % from dividends | 0.93 | 0.88 | 106% |
| Returns for 1 year | -4.92 | -0.46 | 1,082% |
| Returns for 3 years | 17.36 | 16.63 | 104% |
| Returns for 5 years | 68.88 | 57.12 | 121% |
| Returns for 10 years | N/A | 48.09 | - |
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