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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$43.58
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMIX: FSOAX (0.84) vs JVMIX (0.78). FSOAX was incepted earlier than JVMIX: FSOAX (29 years) vs JVMIX (28 years). FSOAX (1.09) is less costly to investors than JVMIX (0.88). 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 : 1.20 vs. FSOAX (-6.73). FSOAX return over 5 years is better than : 71.75 vs. JVMIX (58.07).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | 1.09 | 0.87 | 125% |
| Annual Report Gross Expense Ratio | 1.09 | 0.88 | 124% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 1.490 | 9.314 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 23.1B | 7% |
| Annual Yield % from dividends | 0.84 | 0.78 | 109% |
| Returns for 1 year | -6.73 | 1.20 | -559% |
| Returns for 3 years | 16.11 | 21.47 | 75% |
| Returns for 5 years | 71.75 | 58.07 | 124% |
| Returns for 10 years | 12.80 | 50.28 | 25% |
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