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FASOX vs JVMTX
FASOX vs JVMTX Comparison
Open Charts FASOX vs JVMTX
Fidelity Advisor Value Strategies I
Price$52.63
Change-$0.91 (-1.70%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
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FASOX vs JVMTX Comparison Chart
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FASOX vs. JVMTX commentary
Sep 08, 2024
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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. FASOX (2.29B). JVMTX pays higher dividends than FASOX: JVMTX (0.73) vs FASOX (0.65). FASOX was incepted earlier than JVMTX: FASOX (29 years) vs JVMTX (11 years). FASOX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (41.00). FASOX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX (13.32) and FASOX (12.80) have marching annual gain over last year. FASOX return over 5 years is better than : 62.92 vs. JVMTX (41.51).
| FASOX | JVMTX | FASOX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 5.873 | 7.937 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 22.3B | 10% |
| Annual Yield % from dividends | 0.65 | 0.73 | 89% |
| Returns for 1 year | 12.80 | 13.32 | 96% |
| Returns for 3 years | 11.81 | 6.02 | 196% |
| Returns for 5 years | 62.92 | 41.51 | 152% |
| Returns for 10 years | 31.49 | 53.85 | 58% |
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