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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$40.28
Change-$0.53 (-1.30%)
VolumeN/A
Net Assets1.65B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FSOAX vs JVMTX Comparison Chart
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FSOAX vs. JVMTX commentary
Jun 15, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FSOAX (1.65B). FSOAX pays higher dividends than JVMTX: FSOAX (0.89) vs JVMTX (0.67). FSOAX was incepted earlier than JVMTX: FSOAX (29 years) vs JVMTX (12 years). JVMTX (1.11) and FSOAX (1.09) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (47.00). FSOAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. FSOAX (-10.92). FSOAX return over 5 years is better than : 64.33 vs. JVMTX (51.48).
| FSOAX | JVMTX | FSOAX / JVMTX | |
| Total Expense Ratio | 1.09 | 1.00 | 109% |
| Annual Report Gross Expense Ratio | 1.09 | 1.11 | 98% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | -4.960 | 2.453 | -202% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 21.5B | 8% |
| Annual Yield % from dividends | 0.89 | 0.67 | 132% |
| Returns for 1 year | -10.92 | -3.01 | 363% |
| Returns for 3 years | 10.43 | 16.50 | 63% |
| Returns for 5 years | 64.33 | 51.48 | 125% |
| Returns for 10 years | 2.52 | 35.66 | 7% |
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