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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$39.10
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FSOAX vs JVMTX Comparison Chart
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FSOAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. FSOAX (1.67B). FSOAX pays higher dividends than JVMTX: FSOAX (0.92) vs JVMTX (0.71). FSOAX was incepted earlier than JVMTX: FSOAX (29 years) vs JVMTX (12 years). JVMTX (1.11) and FSOAX (1.09) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FSOAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -7.79 vs. FSOAX (-16.66). FSOAX return over 5 years is better than : 68.27 vs. JVMTX (54.21).
| FSOAX | JVMTX | FSOAX / JVMTX | |
| Total Expense Ratio | 1.09 | 1.00 | 109% |
| Annual Report Gross Expense Ratio | 1.09 | 1.11 | 98% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | -8.943 | -1.041 | 859% |
| 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 | 0.71 | 130% |
| Returns for 1 year | -16.66 | -7.79 | 214% |
| Returns for 3 years | 1.92 | 6.79 | 28% |
| Returns for 5 years | 68.27 | 54.21 | 126% |
| Returns for 10 years | -0.65 | 32.23 | -2% |
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