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FSOAX vs JVMAX
FSOAX vs JVMAX Comparison
Open Charts FSOAX vs JVMAX
Fidelity Advisor Value Strategies A
Price$40.84
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap A
Price$26.23
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets21.73B
FSOAX vs JVMAX Comparison Chart
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FSOAX vs. JVMAX commentary
Jun 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 FSOAX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. FSOAX (1.65B). FSOAX pays higher dividends than JVMAX: FSOAX (0.89) vs JVMAX (0.60). FSOAX was incepted earlier than JVMAX: FSOAX (29 years) vs JVMAX (28 years). JVMAX (1.13) and FSOAX (1.09) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMAX (47.00). FSOAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). FSOAX has a lower initial minimum investment than JVMAX: FSOAX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -2.18 vs. FSOAX (-10.75). FSOAX return over 5 years is better than : 64.65 vs. JVMAX (50.69).
| FSOAX | JVMAX | FSOAX / JVMAX | |
| Total Expense Ratio | 1.09 | 1.12 | 97% |
| Annual Report Gross Expense Ratio | 1.09 | 1.13 | 96% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -4.774 | 3.541 | -135% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.7B | 8% |
| Annual Yield % from dividends | 0.89 | 0.60 | 149% |
| Returns for 1 year | -10.75 | -2.18 | 494% |
| Returns for 3 years | 5.24 | 11.43 | 46% |
| Returns for 5 years | 64.65 | 50.69 | 128% |
| Returns for 10 years | 2.82 | 32.89 | 9% |
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