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FSOAX vs JVMAX
FSOAX vs JVMAX Comparison
Open Charts FSOAX vs JVMAX
Fidelity Advisor Value Strategies A
Price$39.10
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
FSOAX vs JVMAX Comparison Chart
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FSOAX vs. JVMAX commentary
May 11, 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: 20.9B vs. FSOAX (1.67B). FSOAX pays higher dividends than JVMAX: FSOAX (0.92) vs JVMAX (0.63). 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 : -8.42 vs. FSOAX (-16.66). FSOAX return over 5 years is better than : 68.27 vs. JVMAX (51.71).
| 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 | -8.943 | -1.101 | 812% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.9B | 8% |
| Annual Yield % from dividends | 0.92 | 0.63 | 147% |
| Returns for 1 year | -16.66 | -8.42 | 198% |
| Returns for 3 years | 1.92 | 5.51 | 35% |
| Returns for 5 years | 68.27 | 51.71 | 132% |
| Returns for 10 years | -0.65 | 28.25 | -2% |
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