Interact to see
Advertisement
Advertisement
FIDFX vs JVMRX
FIDFX vs JVMRX Comparison
Open Charts FIDFX vs JVMRX
Fidelity Advisor Mid Cap Value Z
Price$31.39
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets1.77B
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FIDFX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDFX vs. JVMRX commentary
Dec 28, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FIDFX (1.77B). FIDFX (0.86) and JVMRX (0.83) have matching dividends . FIDFX was incepted earlier than JVMRX: FIDFX (9 years) vs JVMRX (14 years). FIDFX (0.75) and JVMRX (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). FIDFX annual gain was more profitable for investors over the last year : 4.15 vs. JVMRX (2.35). FIDFX return over 5 years is better than : 45.54 vs. JVMRX (24.33).
| FIDFX | JVMRX | FIDFX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.75 | 0.75 | 100% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.307 | 3.563 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 23.9B | 7% |
| Annual Yield % from dividends | 0.86 | 0.83 | 103% |
| Returns for 1 year | 4.15 | 2.35 | 177% |
| Returns for 3 years | 33.92 | 16.55 | 205% |
| Returns for 5 years | 45.54 | 24.33 | 187% |
| Returns for 10 years | N/A | 51.02 | - |