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FASOX vs JVMCX
FASOX vs JVMCX Comparison
Open Charts FASOX vs JVMCX
Fidelity Advisor Value Strategies I
Price$43.19
Change+$3.69 (+9.34%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap C
Price$23.58
Change+$1.70 (+7.77%)
VolumeN/A
Net Assets18.48B
FASOX vs JVMCX Comparison Chart
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FASOX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 18.5B vs. FASOX (1.84B). FASOX pays higher dividends than JVMCX: FASOX (0.92) 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 : -21.49 vs. FASOX (-26.73). FASOX return over 5 years is better than : 58.18 vs. JVMCX (32.87).
| 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 | -20.299 | -13.518 | 150% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -26.73 | -21.49 | 124% |
| Returns for 3 years | -14.48 | -15.34 | 94% |
| Returns for 5 years | 58.18 | 32.87 | 177% |
| Returns for 10 years | -5.30 | 6.18 | -86% |
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