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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$46.54
Change-$0.62 (-1.31%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FASOX vs JVMIX Comparison Chart
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FASOX vs. JVMIX commentary
Jun 16, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FASOX (1.65B). FASOX pays higher dividends than JVMIX: FASOX (0.92) vs JVMIX (0.80). FASOX was incepted earlier than JVMIX: FASOX (30 years) vs JVMIX (28 years). JVMIX (0.88) and FASOX (0.84) have similar cost to investors . FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (47.00). FASOX has a lower initial minimum investment than JVMIX: FASOX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. FASOX (-10.58). FASOX return over 5 years is better than : 68.76 vs. JVMIX (52.19).
| FASOX | JVMIX | FASOX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.87 | 97% |
| Annual Report Gross Expense Ratio | 0.84 | 0.88 | 95% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | -6.094 | 2.486 | -245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.5B | 8% |
| Annual Yield % from dividends | 0.92 | 0.80 | 114% |
| Returns for 1 year | -10.58 | -2.87 | 369% |
| Returns for 3 years | 11.93 | 16.82 | 71% |
| Returns for 5 years | 68.76 | 52.19 | 132% |
| Returns for 10 years | 10.44 | 36.89 | 28% |
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