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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$43.19
Change+$3.69 (+9.34%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap I
Price$25.19
Change+$1.82 (+7.79%)
VolumeN/A
Net Assets18.48B
FASOX vs JVMIX Comparison Chart
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FASOX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 18.5B vs. FASOX (1.84B). FASOX pays higher dividends than JVMIX: FASOX (0.92) vs JVMIX (0.83). 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 : -20.18 vs. FASOX (-26.73). FASOX return over 5 years is better than : 58.18 vs. JVMIX (39.03).
| 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 | -20.299 | -13.284 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 18.5B | 10% |
| Annual Yield % from dividends | 0.92 | 0.83 | 111% |
| Returns for 1 year | -26.73 | -20.18 | 132% |
| Returns for 3 years | -14.48 | -12.70 | 114% |
| Returns for 5 years | 58.18 | 39.03 | 149% |
| Returns for 10 years | -5.30 | 16.16 | -33% |
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