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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$48.34
Change+$0.54 (+1.13%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.24
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMIX Comparison Chart
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FSOAX vs. JVMIX commentary
Dec 21, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FSOAX (2.35B). JVMIX pays higher dividends than FSOAX: JVMIX (0.84) vs FSOAX (0.54). FSOAX was incepted earlier than JVMIX: FSOAX (28 years) vs JVMIX (28 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (41.00). FSOAX has a lower initial minimum investment than JVMIX: FSOAX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 12.18 vs. FSOAX (7.01). FSOAX return over 5 years is better than : 46.27 vs. JVMIX (38.93).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 8.483 | 11.399 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 22.6B | 10% |
| Annual Yield % from dividends | 0.54 | 0.84 | 64% |
| Returns for 1 year | 7.01 | 12.18 | 58% |
| Returns for 3 years | 11.00 | 15.00 | 73% |
| Returns for 5 years | 46.27 | 38.93 | 119% |
| Returns for 10 years | 28.23 | 56.94 | 50% |
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