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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$51.57
Change+$0.22 (+0.43%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Sep 07, 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: 24.3B vs. FASOX (1.74B). FASOX pays higher dividends than JVMIX: FASOX (0.83) vs JVMIX (0.74). FASOX was incepted earlier than JVMIX: FASOX (30 years) vs JVMIX (28 years). JVMIX (0.86) and FASOX (0.84) have similar cost to investors . FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (49.00). 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 : 2.91 vs. FASOX (-2.86). FASOX return over 5 years is better than : 73.16 vs. JVMIX (54.86).
| FASOX | JVMIX | FASOX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.86 | 98% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | 4.056 | 11.985 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.3B | 7% |
| Annual Yield % from dividends | 0.83 | 0.74 | 111% |
| Returns for 1 year | -2.86 | 2.91 | -98% |
| Returns for 3 years | 22.96 | 24.95 | 92% |
| Returns for 5 years | 73.16 | 54.86 | 133% |
| Returns for 10 years | 32.72 | 58.60 | 56% |
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