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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$44.41
Change-$0.20 (-0.45%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Sep 10, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FSOAX (1.74B). FSOAX pays higher dividends than JVMIX: FSOAX (0.80) vs JVMIX (0.74). 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 : 4.56 vs. FSOAX (-2.84). FSOAX return over 5 years is better than : 68.40 vs. JVMIX (56.64).
| 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 | 3.889 | 12.245 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.3B | 7% |
| Annual Yield % from dividends | 0.80 | 0.74 | 107% |
| Returns for 1 year | -2.84 | 4.56 | -62% |
| Returns for 3 years | 14.21 | 19.78 | 72% |
| Returns for 5 years | 68.40 | 56.64 | 121% |
| Returns for 10 years | 22.01 | 59.45 | 37% |
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