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FASPX vs JVMTX
FASPX vs JVMTX Comparison
Open Charts FASPX vs JVMTX
Fidelity Advisor Value Strategies M
Price$52.67
Change-$0.27 (-0.51%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FASPX vs JVMTX Comparison Chart
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FASPX vs. JVMTX commentary
Sep 21, 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 FASPX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FASPX (2.29B). JVMTX pays higher dividends than FASPX: JVMTX (0.73) vs FASPX (0.24). FASPX was incepted earlier than JVMTX: FASPX (38 years) vs JVMTX (11 years). FASPX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (41.00). FASPX (0) and JVMTX (0) have matching initial minimum investment requirements. FASPX (19.45) and JVMTX (19.27) have marching annual gain over last year. FASPX return over 5 years is better than : 60.66 vs. JVMTX (43.64).
| FASPX | JVMTX | FASPX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 9.592 | 11.010 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 23.4B | 10% |
| Annual Yield % from dividends | 0.24 | 0.73 | 33% |
| Returns for 1 year | 19.45 | 19.27 | 101% |
| Returns for 3 years | 20.10 | 13.38 | 150% |
| Returns for 5 years | 60.66 | 43.64 | 139% |
| Returns for 10 years | 33.23 | 63.34 | 52% |
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