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FSOAX vs JVMAX
FSOAX vs JVMAX Comparison
Open Charts FSOAX vs JVMAX
Fidelity Advisor Value Strategies A
Price$36.42
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
FSOAX vs JVMAX Comparison Chart
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FSOAX vs. JVMAX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. FSOAX (1.84B). FSOAX pays higher dividends than JVMAX: FSOAX (0.89) vs JVMAX (0.61). 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 : -10.96 vs. FSOAX (-18.57). FSOAX return over 5 years is better than : 65.59 vs. JVMAX (46.80).
| 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 | -15.184 | -7.710 | 197% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.6B | 9% |
| Annual Yield % from dividends | 0.89 | 0.61 | 144% |
| Returns for 1 year | -18.57 | -10.96 | 169% |
| Returns for 3 years | -12.34 | -8.30 | 149% |
| Returns for 5 years | 65.59 | 46.80 | 140% |
| Returns for 10 years | -7.32 | 19.44 | -38% |
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