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FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$28.44
Change-$0.29 (-1.01%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap A
Price$28.06
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets24.2B
FMPEX vs JVMAX Comparison Chart in %
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FMPEX vs. JVMAX commentary
Sep 26, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. FMPEX (1.75B). JVMAX pays higher dividends than FMPEX: JVMAX (0.55) vs FMPEX (0.00). FMPEX was incepted earlier than JVMAX: FMPEX (19 years) vs JVMAX (28 years). FMPEX (1.87) is less costly to investors than JVMAX (1.11). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (49.00). 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 : -1.87 vs. FMPEX (-7.50). FMPEX return over 5 years is better than : 64.59 vs. JVMAX (56.94).
| FMPEX | JVMAX | FMPEX / JVMAX | |
| Total Expense Ratio | 1.87 | 1.10 | 170% |
| Annual Report Gross Expense Ratio | 1.87 | 1.11 | 168% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 2.097 | 10.386 | 20% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 24.2B | 7% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -7.50 | -1.87 | 401% |
| Returns for 3 years | 32.30 | 31.30 | 103% |
| Returns for 5 years | 64.59 | 56.94 | 113% |
| Returns for 10 years | 37.92 | 57.54 | 66% |
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