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FSOAX vs JVMAX
FSOAX vs JVMAX Comparison
Open Charts FSOAX vs JVMAX
Fidelity Advisor Value Strategies A
Price$44.32
Change+$0.49 (+1.12%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap A
Price$28.35
Change+$0.29 (+1.03%)
VolumeN/A
Net Assets24.25B
FSOAX vs JVMAX Comparison Chart in %
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FSOAX vs. JVMAX commentary
Sep 29, 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 Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. FSOAX (1.74B). FSOAX pays higher dividends than JVMAX: FSOAX (0.80) vs JVMAX (0.55). FSOAX was incepted earlier than JVMAX: FSOAX (29 years) vs JVMAX (28 years). JVMAX (1.11) and FSOAX (1.09) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMAX (49.00). FSOAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). FSOAX has a lower initial minimum investment than JVMAX: FSOAX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -1.71 vs. FSOAX (-8.85). FSOAX return over 5 years is better than : 72.57 vs. JVMAX (58.56).
| FSOAX | JVMAX | FSOAX / JVMAX | |
| Total Expense Ratio | 1.09 | 1.10 | 99% |
| Annual Report Gross Expense Ratio | 1.09 | 1.11 | 98% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 3.214 | 11.526 | 28% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.2B | 7% |
| Annual Yield % from dividends | 0.80 | 0.55 | 145% |
| Returns for 1 year | -8.85 | -1.71 | 517% |
| Returns for 3 years | 32.31 | 32.96 | 98% |
| Returns for 5 years | 72.57 | 58.56 | 124% |
| Returns for 10 years | 29.50 | 58.74 | 50% |
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