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FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
Fidelity Advisor Mid Cap Value C
Price$29.37
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets1.77B
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
FMPEX vs JVMSX Comparison Chart in %
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FMPEX vs. JVMSX commentary
Dec 26, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FMPEX (1.77B). 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. FMPEX annual gain was more profitable for investors over the last year : 3.14 vs. JVMSX (2.33). FMPEX return over 5 years is better than : 36.03 vs. JVMSX (22.07).
| 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 | 4.016 | 3.357 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 23.9B | 7% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 3.14 | 2.33 | 135% |
| Returns for 3 years | 29.17 | 15.34 | 190% |
| Returns for 5 years | 36.03 | 22.07 | 163% |
| Returns for 10 years | 37.47 | 47.11 | 80% |
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