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FSOAX vs JVMCX
FSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCX
Fidelity Advisor Value Strategies A
Price$40.28
Change-$0.53 (-1.30%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.73B
FSOAX vs JVMCX Comparison Chart
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FSOAX vs. JVMCX commentary
Jun 15, 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: 21.7B vs. FSOAX (1.65B). FSOAX pays higher dividends than JVMCX: FSOAX (0.89) 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 : -4.05 vs. FSOAX (-10.92). FSOAX return over 5 years is better than : 64.33 vs. JVMCX (45.41).
| 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 | -4.960 | 2.055 | -241% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.7B | 8% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -10.92 | -4.05 | 270% |
| Returns for 3 years | 10.43 | 13.31 | 78% |
| Returns for 5 years | 64.33 | 45.41 | 142% |
| Returns for 10 years | 2.52 | 25.18 | 10% |
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