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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$43.13
Change+$0.20 (+0.47%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.28
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets22.6B
FSOAX vs JVMTX Comparison Chart in %
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FSOAX vs. JVMTX commentary
Jul 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMTX: FSOAX (0.84) vs JVMTX (0.65). 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 (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 : 2.84 vs. FSOAX (-4.22). FSOAX return over 5 years is better than : 76.77 vs. JVMTX (64.15).
| 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 | -0.023 | 8.213 | -0% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.84 | 0.65 | 130% |
| Returns for 1 year | -4.22 | 2.84 | -149% |
| Returns for 3 years | 17.01 | 24.18 | 70% |
| Returns for 5 years | 76.77 | 64.15 | 120% |
| Returns for 10 years | 10.16 | 45.21 | 22% |