FSOAX
Price
$42.06
Change
+$0.46 (+1.11%)
Updated
Aug 4 closing price
Net Assets
1.68B
JVMIX
Price
$29.14
Change
-$0.02 (-0.07%)
Updated
Aug 5 closing price
Net Assets
23.07B
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FSOAX vs JVMIX

Header iconFSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIXBanner chart's image
Fidelity Advisor Value Strategies A
Price$42.06
Change+$0.46 (+1.11%)
VolumeN/A
Net Assets1.68B
JHancock Disciplined Value Mid Cap I
Price$29.14
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets23.07B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Aug 06, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FSOAX (1.68B). FSOAX pays higher dividends than JVMIX: FSOAX (0.84) vs JVMIX (0.76). 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 (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 : 0.51 vs. FSOAX (-8.70). FSOAX return over 5 years is better than : 60.18 vs. JVMIX (51.48).
FSOAXJVMIXFSOAX / JVMIX
Total Expense Ratio1.090.87125%
Annual Report Gross Expense Ratio1.090.88124%
Fund Existence29 years28 years-
Gain YTD-3.1216.790-46%
Front Load6%N/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.68B23.1B7%
Annual Yield % from dividends0.840.76109%
Returns for 1 year-8.700.51-1,701%
Returns for 3 years6.9915.1246%
Returns for 5 years60.1851.48117%
Returns for 10 years8.1444.6318%
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