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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$40.28
Change-$0.53 (-1.30%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
FSOAX vs JVMIX Comparison Chart
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FSOAX vs. JVMIX commentary
Jun 15, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. FSOAX (1.65B). FSOAX pays higher dividends than JVMIX: FSOAX (0.89) vs JVMIX (0.80). FSOAX was incepted earlier than JVMIX: FSOAX (29 years) vs JVMIX (28 years). FSOAX (1.09) is less costly to investors than JVMIX (0.88). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (47.00). 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 : -1.74 vs. FSOAX (-10.92). FSOAX return over 5 years is better than : 64.33 vs. JVMIX (53.95).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | 1.09 | 0.87 | 125% |
| Annual Report Gross Expense Ratio | 1.09 | 0.88 | 124% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -4.960 | 3.673 | -135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.7B | 8% |
| Annual Yield % from dividends | 0.89 | 0.80 | 110% |
| Returns for 1 year | -10.92 | -1.74 | 627% |
| Returns for 3 years | 10.43 | 18.17 | 57% |
| Returns for 5 years | 64.33 | 53.95 | 119% |
| Returns for 10 years | 2.52 | 38.48 | 7% |
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