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FASOX vs JVMTX
FASOX vs JVMTX Comparison
Open Charts FASOX vs JVMTX
Fidelity Advisor Value Strategies I
Price$49.97
Change+$0.26 (+0.52%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FASOX vs JVMTX Comparison Chart in %
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FASOX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FASOX (1.7B). FASOX pays higher dividends than JVMTX: FASOX (0.87) vs JVMTX (0.65). FASOX was incepted earlier than JVMTX: FASOX (30 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FASOX (0.84). FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FASOX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. FASOX (-2.96). FASOX return over 5 years is better than : 81.96 vs. JVMTX (61.96).
| FASOX | JVMTX | FASOX / JVMTX | |
| Total Expense Ratio | 0.84 | 1.00 | 84% |
| Annual Report Gross Expense Ratio | 0.84 | 1.11 | 76% |
| Fund Existence | 30 years | 12 years | - |
| Gain YTD | 0.827 | 8.361 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.87 | 0.65 | 135% |
| Returns for 1 year | -2.96 | 3.31 | -89% |
| Returns for 3 years | 21.23 | 23.47 | 90% |
| Returns for 5 years | 81.96 | 61.96 | 132% |
| Returns for 10 years | 21.10 | 46.97 | 45% |
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