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FSOAX vs JVMSX
FSOAX vs JVMSX Comparison
Open Charts FSOAX vs JVMSX
Fidelity Advisor Value Strategies A
Price$39.10
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
FSOAX vs JVMSX Comparison Chart
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FSOAX vs. JVMSX commentary
May 11, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. FSOAX (1.67B). FSOAX pays higher dividends than JVMSX: FSOAX (0.92) vs JVMSX (0.46). FSOAX was incepted earlier than JVMSX: FSOAX (29 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FSOAX (1.09). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMSX (47.00). FSOAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -8.06 vs. FSOAX (-16.66). FSOAX return over 5 years is better than : 68.27 vs. JVMSX (52.90).
| FSOAX | JVMSX | FSOAX / JVMSX | |
| Total Expense Ratio | 1.09 | 1.25 | 87% |
| Annual Report Gross Expense Ratio | 1.09 | 1.26 | 87% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | -8.943 | -1.156 | 773% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.9B | 8% |
| Annual Yield % from dividends | 0.92 | 0.46 | 202% |
| Returns for 1 year | -16.66 | -8.06 | 207% |
| Returns for 3 years | 1.92 | 6.19 | 31% |
| Returns for 5 years | 68.27 | 52.90 | 129% |
| Returns for 10 years | -0.65 | 30.02 | -2% |
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