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FSOAX vs JVMAX
FSOAX vs JVMAX Comparison
Open Charts FSOAX vs JVMAX
Fidelity Advisor Value Strategies A
Price$48.45
Change+$0.11 (+0.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$25.48
Change-$3.16 (-11.03%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMAX Comparison Chart
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FSOAX vs. JVMAX commentary
Dec 24, 2024
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 FSOAX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. FSOAX (2.35B). JVMAX pays higher dividends than FSOAX: JVMAX (0.67) vs FSOAX (0.54). FSOAX was incepted earlier than JVMAX: FSOAX (28 years) vs JVMAX (28 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (41.00). FSOAX has a lower initial minimum investment than JVMAX: FSOAX (0) vs JVMAX (1000). FSOAX annual gain was more profitable for investors over the last year : 6.78 vs. JVMAX (-1.02). FSOAX return over 5 years is better than : 46.48 vs. JVMAX (21.57).
| FSOAX | JVMAX | FSOAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 8.730 | -1.363 | -640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 20.3B | 12% |
| Annual Yield % from dividends | 0.54 | 0.67 | 81% |
| Returns for 1 year | 6.78 | -1.02 | -664% |
| Returns for 3 years | 9.45 | -0.37 | -2,560% |
| Returns for 5 years | 46.48 | 21.57 | 216% |
| Returns for 10 years | 28.03 | 34.43 | 81% |
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