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FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$48.45
Change+$0.11 (+0.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$25.36
Change-$2.99 (-10.55%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMCX Comparison Chart
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FSOAX vs. JVMCX commentary
Dec 24, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.3B vs. FSOAX (2.35B). 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 : 6.78 vs. JVMCX (-1.82). FSOAX return over 5 years is better than : 46.48 vs. JVMCX (18.63).
| 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 | 8.730 | -2.160 | -404% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 20.3B | 12% |
| Annual Yield % from dividends | 0.54 | 0.01 | 3,792% |
| Returns for 1 year | 6.78 | -1.82 | -373% |
| Returns for 3 years | 9.45 | -1.96 | -483% |
| Returns for 5 years | 46.48 | 18.63 | 249% |
| Returns for 10 years | 28.03 | 27.78 | 101% |
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