Ad is loading...
FASPX vs JVMSX
FASPX vs JVMSX Comparison
Open Charts FASPX vs JVMSX
Fidelity Advisor Value Strategies M
Price$39.47
Change+$0.51 (+1.31%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap R2
Price$24.57
Change+$0.37 (+1.53%)
VolumeN/A
Net Assets19.24B
FASPX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FASPX vs. JVMSX commentary
Apr 12, 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 FASPX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.2B vs. FASPX (1.84B). JVMSX (0.45) and FASPX (0.43) have matching dividends . FASPX was incepted earlier than JVMSX: FASPX (39 years) vs JVMSX (13 years). FASPX (1.34) is less costly to investors than JVMSX (1.26). FASPX is a more actively managed with annual turnover of: 61.00 vs. JVMSX (47.00). FASPX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -15.45 vs. FASPX (-22.53). FASPX return over 5 years is better than : 59.70 vs. JVMSX (42.98).
| FASPX | JVMSX | FASPX / JVMSX | |
| Total Expense Ratio | 1.34 | 1.25 | 107% |
| Annual Report Gross Expense Ratio | 1.34 | 1.26 | 106% |
| Fund Existence | 39 years | 13 years | - |
| Gain YTD | -16.770 | -9.735 | 172% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.2B | 10% |
| Annual Yield % from dividends | 0.43 | 0.45 | 96% |
| Returns for 1 year | -22.53 | -15.45 | 146% |
| Returns for 3 years | -12.25 | -8.98 | 136% |
| Returns for 5 years | 59.70 | 42.98 | 139% |
| Returns for 10 years | -5.86 | 18.51 | -32% |
View a ticker or compare two or three
VS
VS
Ad is loading...