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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$44.37
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap R4
Price$30.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
FSOAX vs JVMTX Comparison Chart in %
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FSOAX vs. JVMTX commentary
Sep 18, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. FSOAX (1.74B). FSOAX pays higher dividends than JVMTX: FSOAX (0.80) vs JVMTX (0.62). FSOAX was incepted earlier than JVMTX: FSOAX (29 years) vs JVMTX (12 years). JVMTX (1.10) and FSOAX (1.09) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (49.00). FSOAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 0.49 vs. FSOAX (-7.59). FSOAX return over 5 years is better than : 65.86 vs. JVMTX (55.43).
| FSOAX | JVMTX | FSOAX / JVMTX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 1.10 | 99% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 3.330 | 11.817 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.3B | 7% |
| Annual Yield % from dividends | 0.80 | 0.62 | 129% |
| Returns for 1 year | -7.59 | 0.49 | -1,555% |
| Returns for 3 years | 20.51 | 25.01 | 82% |
| Returns for 5 years | 65.86 | 55.43 | 119% |
| Returns for 10 years | 22.42 | 58.27 | 38% |
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