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FMPTX vs JVMTX
FMPTX vs JVMTX Comparison
Open Charts FMPTX vs JVMTX
Fidelity Advisor Mid Cap Value M
Price$30.28
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets1.75B
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
FMPTX vs JVMTX Comparison Chart in %
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FMPTX vs. JVMTX commentary
Sep 09, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. FMPTX (1.75B). JVMTX pays higher dividends than FMPTX: JVMTX (0.62) vs FMPTX (0.39). FMPTX was incepted earlier than JVMTX: FMPTX (19 years) vs JVMTX (12 years). FMPTX (1.37) is less costly to investors than JVMTX (1.10). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (49.00). FMPTX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. FMPTX (-2.10). FMPTX return over 5 years is better than : 62.24 vs. JVMTX (54.13).
| FMPTX | JVMTX | FMPTX / JVMTX | |
| Total Expense Ratio | 1.37 | 0.99 | 138% |
| Annual Report Gross Expense Ratio | 1.37 | 1.10 | 125% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 3.486 | 11.891 | 29% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 24.3B | 7% |
| Annual Yield % from dividends | 0.39 | 0.62 | 63% |
| Returns for 1 year | -2.10 | 2.74 | -77% |
| Returns for 3 years | 24.25 | 24.58 | 99% |
| Returns for 5 years | 62.24 | 54.13 | 115% |
| Returns for 10 years | 36.95 | 57.10 | 65% |
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