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FMPEX vs JVMTX
FMPEX vs JVMTX Comparison
Open Charts FMPEX vs JVMTX
Fidelity Advisor Mid Cap Value C
Price$29.37
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets1.77B
JHancock Disciplined Value Mid Cap R4
Price$27.83
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
FMPEX vs JVMTX Comparison Chart in %
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FMPEX vs. JVMTX commentary
Dec 27, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. FMPEX (1.77B). JVMTX pays higher dividends than FMPEX: JVMTX (0.61) vs FMPEX (0.00). FMPEX was incepted earlier than JVMTX: FMPEX (19 years) vs JVMTX (12 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 : 3.49 vs. JVMTX (2.35). FMPEX return over 5 years is better than : 36.49 vs. JVMTX (23.20).
| 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 | 12 years | - |
| Gain YTD | 4.371 | 3.419 | 128% |
| 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 | 0.61 | - |
| Returns for 1 year | 3.49 | 2.35 | 148% |
| Returns for 3 years | 29.61 | 16.05 | 185% |
| Returns for 5 years | 36.49 | 23.20 | 157% |
| Returns for 10 years | 37.94 | 49.57 | 77% |
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