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FMPTX vs JVMTX
FMPTX vs JVMTX Comparison
Open Charts FMPTX vs JVMTX
Fidelity Advisor Mid Cap Value M
Price$29.29
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets1.8B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FMPTX vs JVMTX Comparison Chart in %
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FMPTX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FMPTX (1.8B). JVMTX pays higher dividends than FMPTX: JVMTX (0.65) vs FMPTX (0.41). FMPTX was incepted earlier than JVMTX: FMPTX (18 years) vs JVMTX (12 years). FMPTX (1.37) is less costly to investors than JVMTX (1.11). FMPTX is a more actively managed with annual turnover of: 96.00 vs. JVMTX (47.00). FMPTX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FMPTX (-0.30). FMPTX return over 5 years is better than : 67.99 vs. JVMTX (61.96).
| FMPTX | JVMTX | FMPTX / JVMTX | |
| Total Expense Ratio | 1.37 | 1.00 | 137% |
| Annual Report Gross Expense Ratio | 1.37 | 1.11 | 123% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 0.103 | 8.361 | 1% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 22.6B | 8% |
| Annual Yield % from dividends | 0.41 | 0.65 | 63% |
| Returns for 1 year | -0.30 | 3.31 | -9% |
| Returns for 3 years | 23.68 | 23.47 | 101% |
| Returns for 5 years | 67.99 | 61.96 | 110% |
| Returns for 10 years | 23.31 | 46.97 | 50% |
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