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FMPOX vs JVMTX
FMPOX vs JVMTX Comparison
Open Charts FMPOX vs JVMTX
Fidelity Advisor Mid Cap Value I
Price$28.06
Change-$0.38 (-1.34%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FMPOX vs JVMTX Comparison Chart
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FMPOX vs. JVMTX commentary
Jun 16, 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: 21.5B vs. FMPOX (1.75B). FMPOX pays higher dividends than JVMTX: FMPOX (0.89) vs JVMTX (0.67). 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 : -3.01 vs. FMPOX (-6.64). FMPOX return over 5 years is better than : 60.99 vs. JVMTX (51.48).
| 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 | -5.776 | 2.453 | -235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.89 | 0.67 | 132% |
| Returns for 1 year | -6.64 | -3.01 | 221% |
| Returns for 3 years | 18.41 | 16.50 | 112% |
| Returns for 5 years | 60.99 | 51.48 | 118% |
| Returns for 10 years | 17.49 | 35.66 | 49% |
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