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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$49.28
Change+$0.57 (+1.17%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.65
Change+$0.22 (+0.72%)
VolumeN/A
CapitalizationN/A
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FSOAX vs JVMTX Comparison Chart
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FSOAX vs. JVMTX commentary
Oct 05, 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 StrongSell and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. FSOAX (2.31B). 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 : 25.40 vs. JVMTX (23.83). FSOAX return over 5 years is better than : 66.15 vs. JVMTX (49.01).
| 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 | 10.592 | 12.107 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 23.3B | 10% |
| Annual Yield % from dividends | 0.54 | 0.73 | 74% |
| Returns for 1 year | 25.40 | 23.83 | 107% |
| Returns for 3 years | 17.48 | 10.70 | 163% |
| Returns for 5 years | 66.15 | 49.01 | 135% |
| Returns for 10 years | 35.61 | 69.54 | 51% |
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