FIDFX
Price
$29.92
Change
+$0.14 (+0.47%)
Updated
Jul 3 closing price
Net Assets
1.8B
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIDFX vs JVMSX

Header iconFIDFX vs JVMSX Comparison
Open Charts FIDFX vs JVMSXBanner chart's image
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.

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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).
FIDFXJVMSXFIDFX / JVMSX
Total Expense Ratio0.751.2560%
Annual Report Gross Expense Ratio0.751.2660%
Fund Existence8 years13 years-
Gain YTD0.5048.2066%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B22.6B8%
Annual Yield % from dividends0.930.42223%
Returns for 1 year0.593.0020%
Returns for 3 years26.5222.77116%
Returns for 5 years74.3460.52123%
Returns for 10 yearsN/A44.56-
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