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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$50.66
Change+$0.25 (+0.50%)
VolumeN/A
Net Assets2.14B
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.02B
FASOX vs JVMIX Comparison Chart
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FASOX vs. JVMIX commentary
Jan 19, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23B vs. FASOX (2.14B). JVMIX pays higher dividends than FASOX: JVMIX (0.84) vs FASOX (0.65). FASOX was incepted earlier than JVMIX: FASOX (30 years) vs JVMIX (28 years). FASOX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (41.00). 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 : 5.70 vs. FASOX (5.36). FASOX return over 5 years is better than : 44.33 vs. JVMIX (26.40).
| FASOX | JVMIX | FASOX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | 2.220 | 3.785 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 23B | 9% |
| Annual Yield % from dividends | 0.65 | 0.84 | 77% |
| Returns for 1 year | 5.36 | 5.70 | 94% |
| Returns for 3 years | 9.08 | 1.40 | 649% |
| Returns for 5 years | 44.33 | 26.40 | 168% |
| Returns for 10 years | 32.42 | 48.25 | 67% |
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