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FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
Fidelity Advisor Mid Cap Value C
Price$28.30
Change+$0.23 (+0.82%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FMPEX vs JVMIX Comparison Chart in %
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FMPEX vs. JVMIX commentary
Jul 28, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FMPEX (1.8B). JVMIX pays higher dividends than FMPEX: JVMIX (0.78) vs FMPEX (0.00). FMPEX was incepted earlier than JVMIX: FMPEX (18 years) vs JVMIX (28 years). FMPEX (1.87) is less costly to investors than JVMIX (0.88). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (49.00). FMPEX has a lower initial minimum investment than JVMIX: FMPEX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. FMPEX (-4.33). FMPEX (58.13) and JVMIX (58.07) have equivalent 5 years return.
| FMPEX | JVMIX | FMPEX / JVMIX | |
| Total Expense Ratio | 1.87 | 0.87 | 215% |
| Annual Report Gross Expense Ratio | 1.87 | 0.88 | 213% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 0.569 | 9.314 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23.1B | 8% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | -4.33 | 1.20 | -359% |
| Returns for 3 years | 17.92 | 21.47 | 83% |
| Returns for 5 years | 58.13 | 58.07 | 100% |
| Returns for 10 years | 21.04 | 50.28 | 42% |
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