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FASOX vs JVMTX
FASOX vs JVMTX Comparison
Open Charts FASOX vs JVMTX
Fidelity Advisor Value Strategies I
Price$54.95
Change+$0.79 (+1.46%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
FASOX vs JVMTX Comparison Chart in %
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FASOX vs. JVMTX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FASOX (1.7B). FASOX pays higher dividends than JVMTX: FASOX (0.81) vs JVMTX (0.61). FASOX was incepted earlier than JVMTX: FASOX (30 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FASOX (0.84). FASOX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (49.00). FASOX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.92 vs. FASOX (-5.52). FASOX return over 5 years is better than : 49.45 vs. JVMTX (35.45).
| FASOX | JVMTX | FASOX / JVMTX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 1.10 | 76% |
| Fund Existence | 30 years | 12 years | - |
| Gain YTD | 9.282 | 14.344 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 24.5B | 7% |
| Annual Yield % from dividends | 0.81 | 0.61 | 132% |
| Returns for 1 year | -5.52 | -1.92 | 287% |
| Returns for 3 years | 22.79 | 19.34 | 118% |
| Returns for 5 years | 49.45 | 35.45 | 139% |
| Returns for 10 years | 43.94 | 59.34 | 74% |
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