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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$50.37
Change+$0.39 (+0.78%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets22.92B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FASOX (1.7B). FASOX pays higher dividends than JVMIX: FASOX (0.87) vs JVMIX (0.78). 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 (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 : 0.59 vs. FASOX (-5.87). FASOX return over 5 years is better than : 77.35 vs. JVMIX (57.10).
| 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 | 0.847 | 8.646 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.9B | 7% |
| Annual Yield % from dividends | 0.87 | 0.78 | 113% |
| Returns for 1 year | -5.87 | 0.59 | -1,003% |
| Returns for 3 years | 18.31 | 20.73 | 88% |
| Returns for 5 years | 77.35 | 57.10 | 135% |
| Returns for 10 years | 22.14 | 49.36 | 45% |
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