FSOAX
Price
$44.54
Change
+$0.30 (+0.68%)
Updated
Aug 27 closing price
Net Assets
1.68B
JVMIX
Price
$30.03
Change
+$0.10 (+0.33%)
Updated
Aug 27 closing price
Net Assets
24.02B
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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$44.54
Change+$0.30 (+0.68%)
VolumeN/A
Net Assets1.68B
JHancock Disciplined Value Mid Cap I
Price$30.03
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets24.02B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Aug 28, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B 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 (0.86). 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 : 0.09 vs. FSOAX (-7.67). FSOAX return over 5 years is better than : 63.44 vs. JVMIX (52.05).
FSOAXJVMIXFSOAX / JVMIX
Total Expense Ratio1.090.85128%
Annual Report Gross Expense Ratio1.090.86127%
Fund Existence29 years28 years-
Gain YTD3.02711.05827%
Front Load6%N/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.68B24B7%
Annual Yield % from dividends0.840.76109%
Returns for 1 year-7.670.09-8,493%
Returns for 3 years13.6619.9169%
Returns for 5 years63.4452.05122%
Returns for 10 years19.8956.1135%
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