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FASPX vs JVMTX
FASPX vs JVMTX Comparison
Open Charts FASPX vs JVMTX
Fidelity Advisor Value Strategies M
Price$47.09
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FASPX vs JVMTX Comparison Chart in %
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FASPX 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 FASPX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FASPX (1.7B). JVMTX pays higher dividends than FASPX: JVMTX (0.65) vs FASPX (0.41). FASPX was incepted earlier than JVMTX: FASPX (39 years) vs JVMTX (12 years). FASPX (1.34) is less costly to investors than JVMTX (1.11). FASPX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FASPX (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. FASPX (-3.95). FASPX return over 5 years is better than : 75.67 vs. JVMTX (61.96).
| FASPX | JVMTX | FASPX / JVMTX | |
| Total Expense Ratio | 1.34 | 1.00 | 134% |
| Annual Report Gross Expense Ratio | 1.34 | 1.11 | 121% |
| Fund Existence | 39 years | 12 years | - |
| Gain YTD | 0.598 | 8.361 | 7% |
| Front Load | 4% | 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 | 0.41 | 0.65 | 63% |
| Returns for 1 year | -3.95 | 3.31 | -119% |
| Returns for 3 years | 18.57 | 23.47 | 79% |
| Returns for 5 years | 75.67 | 61.96 | 122% |
| Returns for 10 years | 14.57 | 46.97 | 31% |
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