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FMPTX vs JVMIX
FMPTX vs JVMIX Comparison
Open Charts FMPTX vs JVMIX
Fidelity Advisor Mid Cap Value M
Price$29.29
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FMPTX vs JVMIX Comparison Chart in %
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FMPTX vs. JVMIX commentary
Jul 05, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FMPTX (1.8B). JVMIX pays higher dividends than FMPTX: JVMIX (0.78) vs FMPTX (0.41). FMPTX was incepted earlier than JVMIX: FMPTX (18 years) vs JVMIX (28 years). FMPTX (1.37) is less costly to investors than JVMIX (0.88). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMIX (47.00). FMPTX has a lower initial minimum investment than JVMIX: FMPTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. FMPTX (-0.30). FMPTX return over 5 years is better than : 67.99 vs. JVMIX (62.76).
| FMPTX | JVMIX | FMPTX / JVMIX | |
| Total Expense Ratio | 1.37 | 0.87 | 157% |
| Annual Report Gross Expense Ratio | 1.37 | 0.88 | 156% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 0.103 | 8.423 | 1% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.41 | 0.78 | 53% |
| Returns for 1 year | -0.30 | 3.45 | -9% |
| Returns for 3 years | 23.68 | 23.84 | 99% |
| Returns for 5 years | 67.99 | 62.76 | 108% |
| Returns for 10 years | 23.31 | 48.34 | 48% |
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