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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$51.37
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Oct 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 Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. FASOX (1.72B). FASOX pays higher dividends than JVMIX: FASOX (0.83) vs JVMIX (0.74). FASOX was incepted earlier than JVMIX: FASOX (30 years) vs JVMIX (28 years). JVMIX (0.86) and FASOX (0.84) have similar cost to investors . FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (49.00). 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 : -4.87 vs. FASOX (-8.86). FASOX return over 5 years is better than : 62.77 vs. JVMIX (47.49).
| FASOX | JVMIX | FASOX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.86 | 98% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | 3.632 | 9.759 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 23.7B | 7% |
| Annual Yield % from dividends | 0.83 | 0.74 | 112% |
| Returns for 1 year | -8.86 | -4.87 | 182% |
| Returns for 3 years | 25.83 | 25.37 | 102% |
| Returns for 5 years | 62.77 | 47.49 | 132% |
| Returns for 10 years | 30.98 | 51.49 | 60% |
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