Interact to see
Advertisement
Advertisement
FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$44.30
Change-$0.87 (-1.93%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FSOAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMIX commentary
Nov 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FSOAX (1.69B). FSOAX pays higher dividends than JVMIX: FSOAX (0.80) vs JVMIX (0.75). FSOAX was incepted earlier than JVMIX: FSOAX (29 years) vs JVMIX (28 years). FSOAX (1.09) is less costly to investors than JVMIX (0.86). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (49.00). FSOAX has a lower initial minimum investment than JVMIX: FSOAX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -6.53 vs. FSOAX (-10.57). FSOAX return over 5 years is better than : 46.63 vs. JVMIX (36.37).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | 1.09 | 0.85 | 128% |
| Annual Report Gross Expense Ratio | 1.09 | 0.86 | 127% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 5.193 | 9.796 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 24.2B | 7% |
| Annual Yield % from dividends | 0.80 | 0.75 | 106% |
| Returns for 1 year | -10.57 | -6.53 | 162% |
| Returns for 3 years | 15.50 | 15.24 | 102% |
| Returns for 5 years | 46.63 | 36.37 | 128% |
| Returns for 10 years | 23.05 | 50.51 | 46% |