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FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
Fidelity Advisor Mid Cap Value C
Price$28.30
Change+$0.23 (+0.82%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
FMPEX vs JVMSX Comparison Chart in %
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FMPEX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. FMPEX (1.8B). JVMSX pays higher dividends than FMPEX: JVMSX (0.42) 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 (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 : 0.75 vs. FMPEX (-4.33). FMPEX (58.13) and JVMSX (55.91) 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 | 0.569 | 9.064 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23.1B | 8% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -4.33 | 0.75 | -574% |
| Returns for 3 years | 17.92 | 20.42 | 88% |
| Returns for 5 years | 58.13 | 55.91 | 104% |
| Returns for 10 years | 21.04 | 46.42 | 45% |
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