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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$44.97
Change+$0.93 (+2.11%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap I
Price$30.09
Change+$0.55 (+1.86%)
VolumeN/A
Net Assets23.84B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Nov 26, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. FSOAX (1.69B). FSOAX pays higher dividends than JVMIX: FSOAX (0.80) vs JVMIX (0.75). FSOAX was incepted earlier than JVMIX: FSOAX (29 years) vs JVMIX (29 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 : -8.50 vs. FSOAX (-16.03). FSOAX return over 5 years is better than : 36.97 vs. JVMIX (30.55).
| 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 | 29 years | - |
| Gain YTD | 2.562 | 9.610 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.8B | 7% |
| Annual Yield % from dividends | 0.80 | 0.75 | 106% |
| Returns for 1 year | -16.03 | -8.50 | 189% |
| Returns for 3 years | 10.48 | 12.54 | 84% |
| Returns for 5 years | 36.97 | 30.55 | 121% |
| Returns for 10 years | 16.91 | 46.89 | 36% |
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