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FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
Fidelity Advisor Mid Cap Value C
Price$28.97
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
FMPEX vs JVMSX Comparison Chart in %
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FMPEX vs. JVMSX commentary
Sep 07, 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: 24.3B vs. FMPEX (1.75B). JVMSX pays higher dividends than FMPEX: JVMSX (0.40) 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. JVMSX annual gain was more profitable for investors over the last year : 2.39 vs. FMPEX (-3.29). FMPEX return over 5 years is better than : 56.40 vs. JVMSX (52.66).
| 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 | 2.523 | 11.637 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 24.3B | 7% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -3.29 | 2.39 | -137% |
| Returns for 3 years | 21.22 | 23.81 | 89% |
| Returns for 5 years | 56.40 | 52.66 | 107% |
| Returns for 10 years | 30.86 | 54.48 | 57% |
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