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FMPTX vs JVMSX
FMPTX vs JVMSX Comparison
Open Charts FMPTX vs JVMSX
Fidelity Advisor Mid Cap Value M
Price$29.56
Change+$0.25 (+0.85%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
FMPTX vs JVMSX Comparison Chart in %
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FMPTX vs. JVMSX commentary
Jul 28, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. FMPTX (1.8B). JVMSX (0.42) and FMPTX (0.41) have matching dividends . FMPTX was incepted earlier than JVMSX: FMPTX (18 years) vs JVMSX (13 years). FMPTX (1.37) is less costly to investors than JVMSX (1.26). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMSX (49.00). FMPTX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. FMPTX (-3.59). FMPTX return over 5 years is better than : 63.25 vs. JVMSX (55.91).
| FMPTX | JVMSX | FMPTX / JVMSX | |
| Total Expense Ratio | 1.37 | 1.25 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.26 | 109% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 1.025 | 9.064 | 11% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 23.1B | 8% |
| Annual Yield % from dividends | 0.41 | 0.42 | 98% |
| Returns for 1 year | -3.59 | 0.75 | -476% |
| Returns for 3 years | 20.32 | 20.42 | 100% |
| Returns for 5 years | 63.25 | 55.91 | 113% |
| Returns for 10 years | 26.13 | 46.42 | 56% |
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