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FSOAX vs JVMSX
FSOAX vs JVMSX Comparison
Open Charts FSOAX vs JVMSX
Fidelity Advisor Value Strategies A
Price$47.07
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
FSOAX vs JVMSX Comparison Chart in %
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FSOAX vs. JVMSX commentary
Dec 26, 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 StrongBuy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMSX: FSOAX (0.78) vs JVMSX (0.40). FSOAX was incepted earlier than JVMSX: FSOAX (29 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FSOAX (1.09). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMSX (49.00). FSOAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. FSOAX (-2.81). FSOAX return over 5 years is better than : 41.44 vs. JVMSX (22.07).
| FSOAX | JVMSX | FSOAX / JVMSX | |
| Total Expense Ratio | 1.09 | 1.24 | 88% |
| Annual Report Gross Expense Ratio | 1.09 | 1.25 | 87% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 9.618 | 3.357 | 287% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 23.9B | 7% |
| Annual Yield % from dividends | 0.78 | 0.40 | 197% |
| Returns for 1 year | -2.81 | 2.33 | -121% |
| Returns for 3 years | 22.85 | 15.34 | 149% |
| Returns for 5 years | 41.44 | 22.07 | 188% |
| Returns for 10 years | 30.49 | 47.11 | 65% |
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