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FASOX vs JVMCX
FASOX vs JVMCX Comparison
Open Charts FASOX vs JVMCX
Fidelity Advisor Value Strategies I
Price$45.21
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap C
Price$25.38
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets21.3B
FASOX vs JVMCX Comparison Chart
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FASOX vs. JVMCX commentary
May 24, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.3B vs. FASOX (1.67B). FASOX pays higher dividends than JVMCX: FASOX (0.96) vs JVMCX (0.00). FASOX was incepted earlier than JVMCX: FASOX (30 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FASOX (0.84). FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (47.00). FASOX has a lower initial minimum investment than JVMCX: FASOX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -7.40 vs. FASOX (-15.07). FASOX return over 5 years is better than : 76.85 vs. JVMCX (51.48).
| FASOX | JVMCX | FASOX / JVMCX | |
| Total Expense Ratio | 0.84 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.84 | 1.88 | 45% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | -8.192 | 0.870 | -942% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 21.3B | 8% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | -15.07 | -7.40 | 204% |
| Returns for 3 years | 3.41 | 5.65 | 60% |
| Returns for 5 years | 76.85 | 51.48 | 149% |
| Returns for 10 years | 7.29 | 22.42 | 33% |
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