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FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
Fidelity Advisor Mid Cap Value C
Price$26.33
Change-$0.35 (-1.31%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FMPEX vs JVMSX Comparison Chart
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FMPEX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FMPEX (1.75B). JVMSX pays higher dividends than FMPEX: JVMSX (0.43) vs FMPEX (0.00). FMPEX was incepted earlier than JVMSX: FMPEX (18 years) vs JVMSX (13 years). FMPEX (1.87) is less costly to investors than JVMSX (1.26). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (47.00). FMPEX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. FMPEX (-7.84). FMPEX (51.27) and JVMSX (50.13) have equivalent 5 years return.
| FMPEX | JVMSX | FMPEX / JVMSX | |
| Total Expense Ratio | 1.87 | 1.25 | 150% |
| Annual Report Gross Expense Ratio | 1.87 | 1.26 | 148% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | -6.432 | 2.313 | -278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -7.84 | -3.29 | 238% |
| Returns for 3 years | 13.93 | 15.80 | 88% |
| Returns for 5 years | 51.27 | 50.13 | 102% |
| Returns for 10 years | 8.95 | 33.43 | 27% |
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