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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$49.28
Change+$0.57 (+1.17%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.72
Change+$0.22 (+0.72%)
VolumeN/A
CapitalizationN/A
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FSOAX vs JVMIX Comparison Chart
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FSOAX vs. JVMIX commentary
Oct 05, 2024
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 StrongSell and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FSOAX (2.31B). JVMIX pays higher dividends than FSOAX: JVMIX (0.84) vs FSOAX (0.54). FSOAX was incepted earlier than JVMIX: FSOAX (28 years) vs JVMIX (27 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (41.00). FSOAX has a lower initial minimum investment than JVMIX: FSOAX (0) vs JVMIX (250000). FSOAX annual gain was more profitable for investors over the last year : 25.40 vs. JVMIX (24.02). FSOAX return over 5 years is better than : 66.15 vs. JVMIX (49.72).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 10.592 | 12.240 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 23.3B | 10% |
| Annual Yield % from dividends | 0.54 | 0.84 | 64% |
| Returns for 1 year | 25.40 | 24.02 | 106% |
| Returns for 3 years | 17.48 | 11.04 | 158% |
| Returns for 5 years | 66.15 | 49.72 | 133% |
| Returns for 10 years | 35.61 | 71.12 | 50% |
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