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FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
Fidelity Advisor Mid Cap Value C
Price$26.33
Change-$0.35 (-1.31%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FMPEX vs JVMIX Comparison Chart
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FMPEX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FMPEX (1.75B). JVMIX pays higher dividends than FMPEX: JVMIX (0.80) 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 (47.00). 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 : -2.87 vs. FMPEX (-7.84). JVMIX (52.19) and FMPEX (51.27) 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 | -6.432 | 2.486 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | -7.84 | -2.87 | 274% |
| Returns for 3 years | 13.93 | 16.82 | 83% |
| Returns for 5 years | 51.27 | 52.19 | 98% |
| Returns for 10 years | 8.95 | 36.89 | 24% |
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