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FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$26.33
Change-$0.35 (-1.31%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
FMPEX vs JVMAX Comparison Chart
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FMPEX vs. JVMAX 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 FMPEX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. FMPEX (1.75B). JVMAX pays higher dividends than FMPEX: JVMAX (0.60) vs FMPEX (0.00). FMPEX was incepted earlier than JVMAX: FMPEX (18 years) vs JVMAX (28 years). FMPEX (1.87) is less costly to investors than JVMAX (1.13). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (47.00). FMPEX has a lower initial minimum investment than JVMAX: FMPEX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -3.68 vs. FMPEX (-7.84). FMPEX (51.27) and JVMAX (48.97) have equivalent 5 years return.
| FMPEX | JVMAX | FMPEX / JVMAX | |
| Total Expense Ratio | 1.87 | 1.12 | 167% |
| Annual Report Gross Expense Ratio | 1.87 | 1.13 | 165% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -6.432 | 2.360 | -273% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -7.84 | -3.68 | 213% |
| Returns for 3 years | 13.93 | 15.06 | 92% |
| Returns for 5 years | 51.27 | 48.97 | 105% |
| Returns for 10 years | 8.95 | 31.57 | 28% |
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