Interact to see
Advertisement
Advertisement
FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
Fidelity Advisor Mid Cap Value C
Price$31.15
Change+$2.48 (+8.65%)
VolumeN/A
Net Assets1.9B
JHancock Disciplined Value Mid Cap R2
Price$29.46
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets24.66B
FMPEX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMPEX vs. JVMSX commentary
Feb 04, 2026
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. FMPEX (1.9B). JVMSX pays higher dividends than FMPEX: JVMSX (0.37) vs FMPEX (0.00). FMPEX was incepted earlier than JVMSX: FMPEX (19 years) vs JVMSX (14 years). FMPEX (1.87) is less costly to investors than JVMSX (1.25). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (49.00). FMPEX (0) and JVMSX (0) have matching initial minimum investment requirements. FMPEX annual gain was more profitable for investors over the last year : 5.15 vs. JVMSX (3.31). FMPEX return over 5 years is better than : 36.77 vs. JVMSX (22.30).
| FMPEX | JVMSX | FMPEX / JVMSX | |
| Total Expense Ratio | 1.87 | 1.24 | 151% |
| Annual Report Gross Expense Ratio | 1.87 | 1.25 | 150% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 5.661 | 4.797 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 24.7B | 8% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 5.15 | 3.31 | 156% |
| Returns for 3 years | 20.94 | 9.93 | 211% |
| Returns for 5 years | 36.77 | 22.30 | 165% |
| Returns for 10 years | 59.99 | 72.89 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement