Interact to see
Advertisement
Advertisement
FIDFX vs JVMSX
FIDFX vs JVMSX Comparison
Open Charts FIDFX vs JVMSX
Fidelity Advisor Mid Cap Value Z
Price$31.70
Change-$0.12 (-0.38%)
VolumeN/A
Net Assets1.77B
JHancock Disciplined Value Mid Cap R2
Price$29.80
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
FIDFX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDFX vs. JVMSX commentary
Dec 04, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. FIDFX (1.77B). FIDFX pays higher dividends than JVMSX: FIDFX (0.86) vs JVMSX (0.40). FIDFX was incepted earlier than JVMSX: FIDFX (9 years) vs JVMSX (14 years). JVMSX (1.25) 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 : -6.32 vs. FIDFX (-9.18). FIDFX return over 5 years is better than : 51.14 vs. JVMSX (31.69).
| FIDFX | JVMSX | FIDFX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.25 | 60% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 6.886 | 11.600 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 24.4B | 7% |
| Annual Yield % from dividends | 0.86 | 0.40 | 216% |
| Returns for 1 year | -9.18 | -6.32 | 145% |
| Returns for 3 years | 22.21 | 13.46 | 165% |
| Returns for 5 years | 51.14 | 31.69 | 161% |
| Returns for 10 years | N/A | 46.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement