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FIDFX vs JVMTX
FIDFX vs JVMTX Comparison
Open Charts FIDFX vs JVMTX
Fidelity Advisor Mid Cap Value Z
Price$31.06
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets1.71B
JHancock Disciplined Value Mid Cap R4
Price$29.91
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
FIDFX vs JVMTX Comparison Chart in %
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FIDFX vs. JVMTX commentary
Nov 14, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FIDFX (1.71B). FIDFX pays higher dividends than JVMTX: FIDFX (0.89) vs JVMTX (0.63). 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 : -5.56 vs. FIDFX (-9.65). FIDFX return over 5 years is better than : 53.39 vs. JVMTX (37.55).
| 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 | 3.863 | 11.148 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 24.2B | 7% |
| Annual Yield % from dividends | 0.89 | 0.63 | 142% |
| Returns for 1 year | -9.65 | -5.56 | 173% |
| Returns for 3 years | 20.09 | 14.99 | 134% |
| Returns for 5 years | 53.39 | 37.55 | 142% |
| Returns for 10 years | N/A | 52.90 | - |
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