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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$36.42
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets1.84B
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.62B
FSOAX vs JVMIX Comparison Chart
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FSOAX vs. JVMIX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.6B vs. FSOAX (1.84B). FSOAX pays higher dividends than JVMIX: FSOAX (0.89) vs JVMIX (0.83). 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 : -10.21 vs. FSOAX (-18.57). FSOAX return over 5 years is better than : 65.59 vs. JVMIX (49.99).
| 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 | -15.184 | -7.644 | 199% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 19.6B | 9% |
| Annual Yield % from dividends | 0.89 | 0.83 | 107% |
| Returns for 1 year | -18.57 | -10.21 | 182% |
| Returns for 3 years | -12.34 | -6.91 | 178% |
| Returns for 5 years | 65.59 | 49.99 | 131% |
| Returns for 10 years | -7.32 | 24.24 | -30% |
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