Ad is loading...
FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$39.00
Change+$0.69 (+1.80%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
FSOAX vs JVMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMCX commentary
May 09, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. FSOAX (1.67B). FSOAX pays higher dividends than JVMCX: FSOAX (0.92) vs JVMCX (0.00). FSOAX was incepted earlier than JVMCX: FSOAX (29 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FSOAX (1.09). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (47.00). FSOAX has a lower initial minimum investment than JVMCX: FSOAX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -9.51 vs. FSOAX (-17.40). FSOAX return over 5 years is better than : 64.87 vs. JVMCX (46.17).
| FSOAX | JVMCX | FSOAX / JVMCX | |
| Total Expense Ratio | 1.09 | 1.87 | 58% |
| Annual Report Gross Expense Ratio | 1.09 | 1.88 | 58% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -10.782 | -2.609 | 413% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.6B | 8% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -17.40 | -9.51 | 183% |
| Returns for 3 years | -0.62 | 2.43 | -26% |
| Returns for 5 years | 64.87 | 46.17 | 141% |
| Returns for 10 years | -3.08 | 19.98 | -15% |
View a ticker or compare two or three
VS
VS
Ad is loading...