FSOAX
Price
$43.58
Change
+$0.34 (+0.79%)
Updated
Jul 25 closing price
Net Assets
1.7B
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FSOAX vs JVMIX

Header iconFSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIXBanner chart's image
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.

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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).
FSOAXJVMIXFSOAX / JVMIX
Total Expense Ratio1.090.87125%
Annual Report Gross Expense Ratio1.090.88124%
Fund Existence29 years28 years-
Gain YTD1.4909.31416%
Front Load6%N/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.7B23.1B7%
Annual Yield % from dividends0.840.78109%
Returns for 1 year-6.731.20-559%
Returns for 3 years16.1121.4775%
Returns for 5 years71.7558.07124%
Returns for 10 years12.8050.2825%
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