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FMPAX vs JVMTX
FMPAX vs JVMTX Comparison
Open Charts FMPAX vs JVMTX
Fidelity Advisor Mid Cap Value A
Price$27.73
Change-$0.37 (-1.32%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FMPAX vs JVMTX Comparison Chart
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FMPAX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FMPAX (1.75B). JVMTX (0.67) and FMPAX (0.67) have matching dividends . FMPAX was incepted earlier than JVMTX: FMPAX (18 years) vs JVMTX (12 years). FMPAX (1.12) and JVMTX (1.11) have similar cost to investors . FMPAX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (47.00). FMPAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. FMPAX (-6.99). FMPAX return over 5 years is better than : 58.46 vs. JVMTX (51.48).
| FMPAX | JVMTX | FMPAX / JVMTX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.12 | 1.11 | 101% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | -5.936 | 2.453 | -242% |
| 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 | 0.67 | 100% |
| Returns for 1 year | -6.99 | -3.01 | 233% |
| Returns for 3 years | 17.30 | 16.50 | 105% |
| Returns for 5 years | 58.46 | 51.48 | 114% |
| Returns for 10 years | 15.36 | 35.66 | 43% |
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