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FIDFX vs JVMSX
FIDFX vs JVMSX Comparison
Open Charts FIDFX vs JVMSX
Fidelity Advisor Mid Cap Value Z
Price$29.97
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.98B
FIDFX vs JVMSX Comparison Chart in %
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FIDFX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23B 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 (49.00). FIDFX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -1.02 vs. FIDFX (-4.92). FIDFX return over 5 years is better than : 68.88 vs. JVMSX (54.50).
| 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 | 1.008 | 8.653 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23B | 8% |
| Annual Yield % from dividends | 0.93 | 0.42 | 223% |
| Returns for 1 year | -4.92 | -1.02 | 484% |
| Returns for 3 years | 17.36 | 15.36 | 113% |
| Returns for 5 years | 68.88 | 54.50 | 126% |
| Returns for 10 years | N/A | 43.41 | - |
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