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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$48.45
Change+$0.11 (+0.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$26.97
Change-$3.19 (-10.58%)
VolumeN/A
CapitalizationN/A
FSOAX vs JVMTX Comparison Chart
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FSOAX vs. JVMTX commentary
Dec 24, 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 Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.3B vs. FSOAX (2.35B). 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 : 6.78 vs. JVMTX (-0.35). FSOAX return over 5 years is better than : 46.48 vs. JVMTX (23.58).
| 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 | 8.730 | -0.674 | -1,296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 20.3B | 12% |
| Annual Yield % from dividends | 0.54 | 0.73 | 74% |
| Returns for 1 year | 6.78 | -0.35 | -1,960% |
| Returns for 3 years | 9.45 | 0.79 | 1,203% |
| Returns for 5 years | 46.48 | 23.58 | 197% |
| Returns for 10 years | 28.03 | 38.49 | 73% |
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