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FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$42.06
Change+$0.46 (+1.11%)
VolumeN/A
Net Assets1.68B
JHancock Disciplined Value Mid Cap C
Price$27.20
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets23.07B
FSOAX vs JVMCX Comparison Chart in %
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FSOAX vs. JVMCX commentary
Aug 06, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. FSOAX (1.68B). FSOAX pays higher dividends than JVMCX: FSOAX (0.84) 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 (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 : -1.18 vs. FSOAX (-8.70). FSOAX return over 5 years is better than : 60.18 vs. JVMCX (44.74).
| 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 | -3.121 | 6.166 | -51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 23.1B | 7% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -8.70 | -1.18 | 739% |
| Returns for 3 years | 6.99 | 11.65 | 60% |
| Returns for 5 years | 60.18 | 44.74 | 135% |
| Returns for 10 years | 8.14 | 32.27 | 25% |
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