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FIDFX vs JVMTX
FIDFX vs JVMTX Comparison
Open Charts FIDFX vs JVMTX
Fidelity Advisor Mid Cap Value Z
Price$31.70
Change-$0.12 (-0.38%)
VolumeN/A
Net Assets1.77B
JHancock Disciplined Value Mid Cap R4
Price$29.99
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.49B
FIDFX vs JVMTX Comparison Chart in %
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FIDFX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FIDFX (1.77B). FIDFX pays higher dividends than JVMTX: FIDFX (0.86) vs JVMTX (0.61). FIDFX was incepted earlier than JVMTX: FIDFX (9 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FIDFX (0.75). FIDFX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (49.00). FIDFX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -6.05 vs. FIDFX (-9.18). FIDFX return over 5 years is better than : 51.14 vs. JVMTX (32.95).
| FIDFX | JVMTX | FIDFX / JVMTX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 6.886 | 11.891 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 24.5B | 7% |
| Annual Yield % from dividends | 0.86 | 0.61 | 140% |
| Returns for 1 year | -9.18 | -6.05 | 152% |
| Returns for 3 years | 22.21 | 14.12 | 157% |
| Returns for 5 years | 51.14 | 32.95 | 155% |
| Returns for 10 years | N/A | 48.86 | - |
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