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FMPOX vs JVMTX
FMPOX vs JVMTX Comparison
Open Charts FMPOX vs JVMTX
Fidelity Advisor Mid Cap Value I
Price$29.92
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FMPOX vs JVMTX Comparison Chart in %
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FMPOX vs. JVMTX commentary
Jul 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 FMPOX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FMPOX (1.8B). FMPOX pays higher dividends than JVMTX: FMPOX (0.85) vs JVMTX (0.65). FMPOX was incepted earlier than JVMTX: FMPOX (18 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FMPOX (0.87). FMPOX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (47.00). FMPOX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FMPOX (0.47). FMPOX return over 5 years is better than : 73.25 vs. JVMTX (61.96).
| FMPOX | JVMTX | FMPOX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 0.470 | 8.361 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.85 | 0.65 | 131% |
| Returns for 1 year | 0.47 | 3.31 | 14% |
| Returns for 3 years | 26.05 | 23.47 | 111% |
| Returns for 5 years | 73.25 | 61.96 | 118% |
| Returns for 10 years | 27.68 | 46.97 | 59% |
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