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FASOX vs JVMAX
FASOX vs JVMAX Comparison
Open Charts FASOX vs JVMAX
Fidelity Advisor Value Strategies I
Price$43.19
Change+$3.69 (+9.34%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
FASOX vs JVMAX Comparison Chart
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FASOX vs. JVMAX commentary
Apr 11, 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 FASOX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. FASOX (1.84B). FASOX pays higher dividends than JVMAX: FASOX (0.92) vs JVMAX (0.61). FASOX was incepted earlier than JVMAX: FASOX (30 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FASOX (0.84). FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMAX (47.00). FASOX has a lower initial minimum investment than JVMAX: FASOX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -20.84 vs. FASOX (-26.73). FASOX return over 5 years is better than : 58.18 vs. JVMAX (36.10).
| FASOX | JVMAX | FASOX / JVMAX | |
| Total Expense Ratio | 0.84 | 1.12 | 75% |
| Annual Report Gross Expense Ratio | 0.84 | 1.13 | 74% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | -20.299 | -13.336 | 152% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 18.5B | 10% |
| Annual Yield % from dividends | 0.92 | 0.61 | 150% |
| Returns for 1 year | -26.73 | -20.84 | 128% |
| Returns for 3 years | -14.48 | -13.99 | 104% |
| Returns for 5 years | 58.18 | 36.10 | 161% |
| Returns for 10 years | -5.30 | 11.67 | -45% |
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