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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$44.76
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap I
Price$29.76
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets23.95B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Oct 16, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FSOAX (1.72B). FSOAX pays higher dividends than JVMIX: FSOAX (0.80) vs JVMIX (0.74). FSOAX was incepted earlier than JVMIX: FSOAX (29 years) vs JVMIX (28 years). FSOAX (1.09) is less costly to investors than JVMIX (0.86). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (49.00). 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 : -3.52 vs. FSOAX (-9.36). FSOAX return over 5 years is better than : 56.49 vs. JVMIX (48.24).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | 1.09 | 0.85 | 128% |
| Annual Report Gross Expense Ratio | 1.09 | 0.86 | 127% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 3.493 | 10.315 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 23.9B | 7% |
| Annual Yield % from dividends | 0.80 | 0.74 | 108% |
| Returns for 1 year | -9.36 | -3.52 | 266% |
| Returns for 3 years | 27.45 | 30.80 | 89% |
| Returns for 5 years | 56.49 | 48.24 | 117% |
| Returns for 10 years | 20.40 | 52.11 | 39% |
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