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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$45.21
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap I
Price$27.14
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.3B
FASOX vs JVMIX Comparison Chart
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FASOX vs. JVMIX commentary
May 24, 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: 21.3B vs. FASOX (1.67B). FASOX pays higher dividends than JVMIX: FASOX (0.96) vs JVMIX (0.85). 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 : -5.87 vs. FASOX (-15.07). FASOX return over 5 years is better than : 76.85 vs. JVMIX (58.57).
| 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 | -8.192 | 1.262 | -649% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 21.3B | 8% |
| Annual Yield % from dividends | 0.96 | 0.85 | 113% |
| Returns for 1 year | -15.07 | -5.87 | 257% |
| Returns for 3 years | 3.41 | 8.91 | 38% |
| Returns for 5 years | 76.85 | 58.57 | 131% |
| Returns for 10 years | 7.29 | 33.92 | 21% |
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