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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$43.24
Change+$0.23 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Jul 05, 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: 22.6B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMIX: FSOAX (0.84) vs JVMIX (0.78). 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 : 3.45 vs. FSOAX (-4.59). FSOAX return over 5 years is better than : 74.86 vs. JVMIX (62.76).
| 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 | 0.699 | 8.423 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.84 | 0.78 | 109% |
| Returns for 1 year | -4.59 | 3.45 | -133% |
| Returns for 3 years | 18.04 | 23.84 | 76% |
| Returns for 5 years | 74.86 | 62.76 | 119% |
| Returns for 10 years | 10.96 | 48.34 | 23% |
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