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FMPTX vs JVMAX
FMPTX vs JVMAX Comparison
Open Charts FMPTX vs JVMAX
Fidelity Advisor Mid Cap Value M
Price$27.48
Change-$0.37 (-1.33%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
FMPTX vs JVMAX Comparison Chart
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FMPTX vs. JVMAX commentary
Jun 15, 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 FMPTX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. FMPTX (1.75B). JVMAX pays higher dividends than FMPTX: JVMAX (0.60) vs FMPTX (0.43). FMPTX was incepted earlier than JVMAX: FMPTX (18 years) vs JVMAX (28 years). FMPTX (1.37) is less costly to investors than JVMAX (1.13). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMAX (47.00). JVMAX initial investment is less costly to investors than FMPTX (4%) vs FMPTX (4%). FMPTX has a lower initial minimum investment than JVMAX: FMPTX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -3.68 vs. FMPTX (-7.34). FMPTX return over 5 years is better than : 56.15 vs. JVMAX (48.97).
| FMPTX | JVMAX | FMPTX / JVMAX | |
| Total Expense Ratio | 1.37 | 1.12 | 122% |
| Annual Report Gross Expense Ratio | 1.37 | 1.13 | 121% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -6.083 | 2.360 | -258% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 21.5B | 8% |
| Annual Yield % from dividends | 0.43 | 0.60 | 72% |
| Returns for 1 year | -7.34 | -3.68 | 199% |
| Returns for 3 years | 16.23 | 15.06 | 108% |
| Returns for 5 years | 56.15 | 48.97 | 115% |
| Returns for 10 years | 13.49 | 31.57 | 43% |
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