Ad is loading...
Ad is loading...
FSOAX vs JVMAX
FSOAX vs JVMAX Comparison
Open Charts FSOAX vs JVMAX
Fidelity Advisor Value Strategies A
Price$52.29
Change+$0.59 (+1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$30.55
Change+$0.30 (+0.99%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMAX commentary
Nov 23, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. FSOAX (2.15B). JVMAX pays higher dividends than FSOAX: JVMAX (0.67) vs FSOAX (0.54). FSOAX was incepted earlier than JVMAX: FSOAX (28 years) vs JVMAX (27 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 : 24.56 vs. JVMAX (21.65). FSOAX return over 5 years is better than : 61.96 vs. JVMAX (45.83).
| FSOAX | JVMAX | FSOAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 16.023 | 16.391 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 24.2B | 9% |
| Annual Yield % from dividends | 0.54 | 0.67 | 81% |
| Returns for 1 year | 24.56 | 21.65 | 113% |
| Returns for 3 years | 17.65 | 9.79 | 180% |
| Returns for 5 years | 61.96 | 45.83 | 135% |
| Returns for 10 years | 36.09 | 58.20 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...