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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$51.24
Change-$1.01 (-1.93%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Nov 14, 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: 24.2B vs. FASOX (1.69B). FASOX pays higher dividends than JVMIX: FASOX (0.82) vs JVMIX (0.75). 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 : -6.53 vs. FASOX (-9.81). FASOX return over 5 years is better than : 51.94 vs. JVMIX (36.37).
| 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 | 4.964 | 9.796 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 24.2B | 7% |
| Annual Yield % from dividends | 0.82 | 0.75 | 109% |
| Returns for 1 year | -9.81 | -6.53 | 150% |
| Returns for 3 years | 16.19 | 15.24 | 106% |
| Returns for 5 years | 51.94 | 36.37 | 143% |
| Returns for 10 years | 35.74 | 50.51 | 71% |
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