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FASOX vs JVMIX
FASOX vs JVMIX Comparison
Open Charts FASOX vs JVMIX
Fidelity Advisor Value Strategies I
Price$49.83
Change-$0.23 (-0.46%)
VolumeN/A
Net Assets1.68B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FASOX (1.68B). FASOX pays higher dividends than JVMIX: FASOX (0.86) vs JVMIX (0.76). 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 : 0.76 vs. FASOX (-6.00). FASOX return over 5 years is better than : 66.67 vs. JVMIX (50.10).
| 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 | 0.545 | 8.980 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 23.6B | 7% |
| Annual Yield % from dividends | 0.86 | 0.76 | 113% |
| Returns for 1 year | -6.00 | 0.76 | -792% |
| Returns for 3 years | 7.97 | 11.90 | 67% |
| Returns for 5 years | 66.67 | 50.10 | 133% |
| Returns for 10 years | 21.24 | 45.29 | 47% |
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