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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$52.29
Change+$0.59 (+1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMTX Comparison Chart
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FSOAX vs. JVMTX commentary
Nov 23, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FSOAX (2.15B). JVMTX pays higher dividends than FSOAX: JVMTX (0.73) vs FSOAX (0.54). FSOAX was incepted earlier than JVMTX: FSOAX (28 years) vs JVMTX (11 years). FSOAX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (41.00). FSOAX (0) and JVMTX (0) have matching initial minimum investment requirements. FSOAX annual gain was more profitable for investors over the last year : 24.56 vs. JVMTX (21.93). FSOAX return over 5 years is better than : 61.96 vs. JVMTX (47.50).
| FSOAX | JVMTX | FSOAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 16.023 | 16.533 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 24.2B | 9% |
| Annual Yield % from dividends | 0.54 | 0.73 | 74% |
| Returns for 1 year | 24.56 | 21.93 | 112% |
| Returns for 3 years | 17.65 | 10.80 | 163% |
| Returns for 5 years | 61.96 | 47.50 | 130% |
| Returns for 10 years | 36.09 | 62.18 | 58% |
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