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FMPTX vs JVMSX
FMPTX vs JVMSX Comparison
Open Charts FMPTX vs JVMSX
Fidelity Advisor Mid Cap Value M
Price$32.04
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets1.78B
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
FMPTX vs JVMSX Comparison Chart in %
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FMPTX vs. JVMSX commentary
Jan 16, 2026
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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. FMPTX (1.78B). JVMSX pays higher dividends than FMPTX: JVMSX (0.38) vs FMPTX (0.32). FMPTX was incepted earlier than JVMSX: FMPTX (19 years) vs JVMSX (14 years). FMPTX (1.37) is less costly to investors than JVMSX (1.25). 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. FMPTX annual gain was more profitable for investors over the last year : 8.75 vs. JVMSX (5.70). FMPTX return over 5 years is better than : 39.65 vs. JVMSX (19.98).
| FMPTX | JVMSX | FMPTX / JVMSX | |
| Total Expense Ratio | 1.37 | 1.24 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.25 | 110% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 5.383 | 4.797 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 24.7B | 7% |
| Annual Yield % from dividends | 0.32 | 0.38 | 84% |
| Returns for 1 year | 8.75 | 5.70 | 154% |
| Returns for 3 years | 28.95 | 13.28 | 218% |
| Returns for 5 years | 39.65 | 19.98 | 198% |
| Returns for 10 years | 66.65 | 69.79 | 96% |
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