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FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
Fidelity Advisor Mid Cap Value C
Price$27.99
Change-$0.19 (-0.67%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FMPEX vs JVMSX Comparison Chart in %
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FMPEX vs. JVMSX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FMPEX (1.69B). JVMSX pays higher dividends than FMPEX: JVMSX (0.41) vs FMPEX (0.00). FMPEX was incepted earlier than JVMSX: FMPEX (19 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 (49.00). FMPEX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.43 vs. FMPEX (-2.73). FMPEX (51.70) and JVMSX (49.21) 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 | 19 years | 13 years | - |
| Gain YTD | 1.137 | 9.549 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.6B | 7% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -2.73 | 2.43 | -112% |
| Returns for 3 years | 9.87 | 12.30 | 80% |
| Returns for 5 years | 51.70 | 49.21 | 105% |
| Returns for 10 years | 20.46 | 42.33 | 48% |
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