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FIDFX vs JVMSX
FIDFX vs JVMSX Comparison
Open Charts FIDFX vs JVMSX
Fidelity Advisor Mid Cap Value Z
Price$30.83
Change+$0.45 (+1.48%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
FIDFX vs JVMSX Comparison Chart in %
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FIDFX vs. JVMSX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. FIDFX (1.75B). FIDFX pays higher dividends than JVMSX: FIDFX (0.89) 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 : 2.46 vs. FIDFX (-1.24). FIDFX return over 5 years is better than : 68.32 vs. JVMSX (52.77).
| 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 | 3.997 | 11.712 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 24.3B | 7% |
| Annual Yield % from dividends | 0.89 | 0.40 | 221% |
| Returns for 1 year | -1.24 | 2.46 | -50% |
| Returns for 3 years | 27.07 | 23.90 | 113% |
| Returns for 5 years | 68.32 | 52.77 | 129% |
| Returns for 10 years | N/A | 54.59 | - |
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