Interact to see
Advertisement
Advertisement
FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$44.66
Change-$0.42 (-0.93%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap C
Price$27.89
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets24.26B
FSOAX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMCX commentary
Oct 08, 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: 24.3B vs. FSOAX (1.72B). FSOAX pays higher dividends than JVMCX: FSOAX (0.80) vs JVMCX (0.00). FSOAX was incepted earlier than JVMCX: FSOAX (29 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FSOAX (1.09). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (49.00). 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 : -2.09 vs. FSOAX (-7.17). FSOAX return over 5 years is better than : 59.99 vs. JVMCX (42.94).
| FSOAX | JVMCX | FSOAX / JVMCX | |
| Total Expense Ratio | 1.09 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.09 | 1.86 | 59% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 4.984 | 10.949 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 24.3B | 7% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -7.17 | -2.09 | 343% |
| Returns for 3 years | 27.00 | 26.63 | 101% |
| Returns for 5 years | 59.99 | 42.94 | 140% |
| Returns for 10 years | 22.45 | 41.72 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement