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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$50.37
Change+$0.39 (+0.78%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FASOX (1.7B). FASOX pays higher dividends than JVMIX: FASOX (0.87) vs JVMIX (0.78). 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 (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 : 1.20 vs. FASOX (-5.14). FASOX return over 5 years is better than : 78.73 vs. JVMIX (58.07).
| 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 | 1.634 | 9.314 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 23.1B | 7% |
| Annual Yield % from dividends | 0.87 | 0.78 | 113% |
| Returns for 1 year | -5.14 | 1.20 | -427% |
| Returns for 3 years | 19.24 | 21.47 | 90% |
| Returns for 5 years | 78.73 | 58.07 | 136% |
| Returns for 10 years | 23.09 | 50.28 | 46% |
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