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FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$52.29
Change+$0.59 (+1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$30.26
Change+$0.29 (+0.97%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMCX Comparison Chart
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FSOAX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. FSOAX (2.15B). FSOAX pays higher dividends than JVMCX: FSOAX (0.54) vs JVMCX (0.01). FSOAX was incepted earlier than JVMCX: FSOAX (28 years) vs JVMCX (13 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. JVMCX (41.00). FSOAX has a lower initial minimum investment than JVMCX: FSOAX (0) vs JVMCX (1000). FSOAX annual gain was more profitable for investors over the last year : 24.56 vs. JVMCX (20.72). FSOAX return over 5 years is better than : 61.96 vs. JVMCX (42.40).
| FSOAX | JVMCX | FSOAX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 16.023 | 15.625 | 103% |
| 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 | 0.01 | 3,792% |
| Returns for 1 year | 24.56 | 20.72 | 119% |
| Returns for 3 years | 17.65 | 8.17 | 216% |
| Returns for 5 years | 61.96 | 42.40 | 146% |
| Returns for 10 years | 36.09 | 50.63 | 71% |
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