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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
Open Charts FSOAX vs JVMIX
Fidelity Advisor Value Strategies A
Price$44.94
Change+$0.53 (+1.19%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap I
Price$29.90
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Oct 21, 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: 23.9B vs. FSOAX (1.72B). 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 : -4.87 vs. FSOAX (-10.38). FSOAX return over 5 years is better than : 56.39 vs. JVMIX (47.49).
| 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 | 3.423 | 9.759 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 23.9B | 7% |
| Annual Yield % from dividends | 0.80 | 0.74 | 108% |
| Returns for 1 year | -10.38 | -4.87 | 213% |
| Returns for 3 years | 22.51 | 25.37 | 89% |
| Returns for 5 years | 56.39 | 47.49 | 119% |
| Returns for 10 years | 20.01 | 51.49 | 39% |
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