Interact to see
Advertisement
Advertisement
FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$31.15
Change+$2.48 (+8.65%)
VolumeN/A
Net Assets1.9B
JHancock Disciplined Value Mid Cap R4
Price$29.63
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets24.66B
FMPEX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMPEX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FMPEX (1.9B). JVMTX pays higher dividends than FMPEX: JVMTX (0.60) vs FMPEX (0.00). FMPEX was incepted earlier than JVMTX: FMPEX (19 years) vs JVMTX (13 years). FMPEX (1.87) is less costly to investors than JVMTX (1.10). FMPEX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (49.00). FMPEX (0) and JVMTX (0) have matching initial minimum investment requirements. FMPEX annual gain was more profitable for investors over the last year : 5.15 vs. JVMTX (3.64). FMPEX return over 5 years is better than : 36.77 vs. JVMTX (23.69).
| FMPEX | JVMTX | FMPEX / JVMTX | |
| Total Expense Ratio | 1.87 | 0.99 | 189% |
| Annual Report Gross Expense Ratio | 1.87 | 1.10 | 170% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 5.661 | 4.849 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 24.7B | 8% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | 5.15 | 3.64 | 141% |
| Returns for 3 years | 20.94 | 10.87 | 193% |
| Returns for 5 years | 36.77 | 23.69 | 155% |
| Returns for 10 years | 59.99 | 76.24 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement