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FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$43.24
Change+$0.23 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
FSOAX vs JVMCX Comparison Chart in %
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FSOAX vs. JVMCX commentary
Jul 07, 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMCX: FSOAX (0.84) vs JVMCX (0.00). FSOAX was incepted earlier than JVMCX: FSOAX (29 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FSOAX (1.09). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (47.00). FSOAX has a lower initial minimum investment than JVMCX: FSOAX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. FSOAX (-4.59). FSOAX return over 5 years is better than : 74.86 vs. JVMCX (55.49).
| FSOAX | JVMCX | FSOAX / JVMCX | |
| Total Expense Ratio | 1.09 | 1.87 | 58% |
| Annual Report Gross Expense Ratio | 1.09 | 1.88 | 58% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 0.699 | 7.905 | 9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -4.59 | 1.79 | -256% |
| Returns for 3 years | 18.04 | 20.12 | 90% |
| Returns for 5 years | 74.86 | 55.49 | 135% |
| Returns for 10 years | 10.96 | 35.64 | 31% |
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