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FMPAX vs JVMSX
FMPAX vs JVMSX Comparison
Open Charts FMPAX vs JVMSX
Fidelity Advisor Mid Cap Value A
Price$27.73
Change-$0.37 (-1.32%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FMPAX vs JVMSX Comparison Chart
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FMPAX vs. JVMSX commentary
Jun 16, 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 FMPAX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FMPAX (1.75B). FMPAX pays higher dividends than JVMSX: FMPAX (0.67) vs JVMSX (0.43). FMPAX was incepted earlier than JVMSX: FMPAX (18 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FMPAX (1.12). FMPAX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (47.00). FMPAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. FMPAX (-6.99). FMPAX return over 5 years is better than : 58.46 vs. JVMSX (50.13).
| FMPAX | JVMSX | FMPAX / JVMSX | |
| Total Expense Ratio | 1.12 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.12 | 1.26 | 89% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | -5.936 | 2.313 | -257% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.67 | 0.43 | 155% |
| Returns for 1 year | -6.99 | -3.29 | 212% |
| Returns for 3 years | 17.30 | 15.80 | 110% |
| Returns for 5 years | 58.46 | 50.13 | 117% |
| Returns for 10 years | 15.36 | 33.43 | 46% |
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