Ad is loading...
FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$40.34
Change+$0.33 (+0.82%)
VolumeN/A
Net Assets2B
JHancock Disciplined Value Mid Cap C
Price$25.04
Change+$0.19 (+0.76%)
VolumeN/A
Net Assets21.34B
FSOAX vs JVMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMCX commentary
Mar 11, 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: 21.3B vs. FSOAX (2B). 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 (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 : -8.98 vs. FSOAX (-11.93). FSOAX return over 5 years is better than : 54.70 vs. JVMCX (35.23).
| 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 | -6.055 | -1.028 | 589% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 21.3B | 9% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -11.93 | -8.98 | 133% |
| Returns for 3 years | 4.48 | 1.47 | 304% |
| Returns for 5 years | 54.70 | 35.23 | 155% |
| Returns for 10 years | 6.22 | 25.41 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DVYE | 27.33 | 0.18 | +0.66% |
| iShares Emerging Markets Dividend ETF | |||
| EEMX | 34.31 | 0.15 | +0.44% |
| SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | |||
| CGGO | 29.41 | 0.13 | +0.44% |
| Capital Group Global Growth Equity ETF | |||
| GAPR | 37.70 | 0.14 | +0.37% |
| FT Vest U.S. Eq Mod Buf ETF - Apr | |||
| QTJL | 31.66 | N/A | N/A |
| Innovator Growth Accelerated Pls ETF Jul | |||