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FIDFX vs JVMSX
FIDFX vs JVMSX Comparison
Open Charts FIDFX vs JVMSX
Fidelity Advisor Mid Cap Value Z
Price$29.92
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIDFX vs JVMSX Comparison Chart in %
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FIDFX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FIDFX (1.8B). FIDFX pays higher dividends than JVMSX: FIDFX (0.93) vs JVMSX (0.42). FIDFX was incepted earlier than JVMSX: FIDFX (8 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FIDFX (0.75). FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (47.00). FIDFX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 3.00 vs. FIDFX (0.59). FIDFX return over 5 years is better than : 74.34 vs. JVMSX (60.52).
| FIDFX | JVMSX | FIDFX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.26 | 60% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 0.504 | 8.206 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.93 | 0.42 | 223% |
| Returns for 1 year | 0.59 | 3.00 | 20% |
| Returns for 3 years | 26.52 | 22.77 | 116% |
| Returns for 5 years | 74.34 | 60.52 | 123% |
| Returns for 10 years | N/A | 44.56 | - |
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