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FMPTX vs JVMSX
FMPTX vs JVMSX Comparison
Open Charts FMPTX vs JVMSX
Fidelity Advisor Mid Cap Value M
Price$29.25
Change-$0.19 (-0.65%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FMPTX vs JVMSX Comparison Chart in %
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FMPTX vs. JVMSX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FMPTX (1.69B). JVMSX (0.41) and FMPTX (0.41) have matching dividends . FMPTX was incepted earlier than JVMSX: FMPTX (19 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 : 0.34 vs. FMPTX (-5.37). FMPTX return over 5 years is better than : 54.10 vs. JVMSX (48.09).
| FMPTX | JVMSX | FMPTX / JVMSX | |
| Total Expense Ratio | 1.37 | 1.25 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.26 | 109% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | -0.034 | 8.728 | -0% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.6B | 7% |
| Annual Yield % from dividends | 0.41 | 0.41 | 99% |
| Returns for 1 year | -5.37 | 0.34 | -1,577% |
| Returns for 3 years | 9.91 | 10.96 | 90% |
| Returns for 5 years | 54.10 | 48.09 | 113% |
| Returns for 10 years | 23.95 | 41.60 | 58% |
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