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FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$44.94
Change+$0.53 (+1.19%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap C
Price$27.85
Change+$0.30 (+1.09%)
VolumeN/A
Net Assets23.85B
FSOAX vs JVMCX Comparison Chart in %
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FSOAX vs. JVMCX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. FSOAX (1.72B). FSOAX pays higher dividends than JVMCX: FSOAX (0.80) vs JVMCX (0.00). FSOAX was incepted earlier than JVMCX: FSOAX (29 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FSOAX (1.09). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (49.00). 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 : -6.45 vs. FSOAX (-10.38). FSOAX return over 5 years is better than : 56.39 vs. JVMCX (40.87).
| FSOAX | JVMCX | FSOAX / JVMCX | |
| Total Expense Ratio | 1.09 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.09 | 1.86 | 59% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 3.423 | 8.893 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 23.9B | 7% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -10.38 | -6.45 | 161% |
| Returns for 3 years | 22.51 | 21.60 | 104% |
| Returns for 5 years | 56.39 | 40.87 | 138% |
| Returns for 10 years | 20.01 | 38.46 | 52% |
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