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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$39.00
Change+$0.69 (+1.80%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
FSOAX vs JVMIX Comparison Chart
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FSOAX vs. JVMIX commentary
May 09, 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: 20.6B vs. FSOAX (1.67B). FSOAX pays higher dividends than JVMIX: FSOAX (0.92) vs JVMIX (0.85). 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 : -8.01 vs. FSOAX (-17.40). FSOAX return over 5 years is better than : 64.87 vs. JVMIX (53.05).
| 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 | -10.782 | -2.263 | 476% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.6B | 8% |
| Annual Yield % from dividends | 0.92 | 0.85 | 108% |
| Returns for 1 year | -17.40 | -8.01 | 217% |
| Returns for 3 years | -0.62 | 5.61 | -11% |
| Returns for 5 years | 64.87 | 53.05 | 122% |
| Returns for 10 years | -3.08 | 31.23 | -10% |
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