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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$50.06
Change-$0.18 (-0.36%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Nov 20, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. FASOX (1.69B). FASOX pays higher dividends than JVMIX: FASOX (0.82) vs JVMIX (0.75). 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 : -6.42 vs. FASOX (-12.21). FASOX return over 5 years is better than : 45.08 vs. JVMIX (32.85).
| 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 | 1.009 | 7.829 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.5B | 7% |
| Annual Yield % from dividends | 0.82 | 0.75 | 109% |
| Returns for 1 year | -12.21 | -6.42 | 190% |
| Returns for 3 years | 14.12 | 12.74 | 111% |
| Returns for 5 years | 45.08 | 32.85 | 137% |
| Returns for 10 years | 26.28 | 45.13 | 58% |
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