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FMPEX vs JVMAX
FMPEX vs JVMAX Comparison
Open Charts FMPEX vs JVMAX
Fidelity Advisor Mid Cap Value C
Price$29.94
Change+$0.36 (+1.22%)
VolumeN/A
Net Assets1.77B
JHancock Disciplined Value Mid Cap A
Price$28.55
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets24.51B
FMPEX vs JVMAX Comparison Chart in %
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FMPEX vs. JVMAX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.5B vs. FMPEX (1.77B). JVMAX pays higher dividends than FMPEX: JVMAX (0.55) vs FMPEX (0.00). FMPEX was incepted earlier than JVMAX: FMPEX (19 years) vs JVMAX (29 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 : -6.68 vs. FMPEX (-10.65). FMPEX return over 5 years is better than : 41.12 vs. JVMAX (30.76).
| 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 | 29 years | - |
| Gain YTD | 5.544 | 11.762 | 47% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 24.5B | 7% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -10.65 | -6.68 | 159% |
| Returns for 3 years | 17.10 | 12.74 | 134% |
| Returns for 5 years | 41.12 | 30.76 | 134% |
| Returns for 10 years | 32.24 | 44.43 | 73% |
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