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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$40.34
Change+$0.33 (+0.82%)
VolumeN/A
Net Assets2B
JHancock Disciplined Value Mid Cap I
Price$26.72
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets21.34B
FSOAX vs JVMIX Comparison Chart
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FSOAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. FSOAX (2B). FSOAX (0.84) and JVMIX (0.80) have matching dividends . 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 : -7.45 vs. FSOAX (-11.93). FSOAX return over 5 years is better than : 54.70 vs. JVMIX (41.51).
| 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 | -6.055 | -0.853 | 709% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 21.3B | 9% |
| Annual Yield % from dividends | 0.84 | 0.80 | 105% |
| Returns for 1 year | -11.93 | -7.45 | 160% |
| Returns for 3 years | 4.48 | 4.58 | 98% |
| Returns for 5 years | 54.70 | 41.51 | 132% |
| Returns for 10 years | 6.22 | 37.18 | 17% |
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