FSOAX
Price
$43.24
Change
+$0.23 (+0.53%)
Updated
Jul 3 closing price
Net Assets
1.7B
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FSOAX vs JVMTX

Header iconFSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTXBanner chart's image
Fidelity Advisor Value Strategies A
Price$43.24
Change+$0.23 (+0.53%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FSOAX vs JVMTX Comparison Chart in %
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FSOAX vs. JVMTX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMTX: FSOAX (0.84) vs JVMTX (0.65). 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 : 3.31 vs. FSOAX (-4.59). FSOAX return over 5 years is better than : 74.86 vs. JVMTX (61.96).
FSOAXJVMTXFSOAX / JVMTX
Total Expense Ratio1.091.00109%
Annual Report Gross Expense Ratio1.091.1198%
Fund Existence29 years12 years-
Gain YTD0.6998.3618%
Front Load6%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.7B22.6B8%
Annual Yield % from dividends0.840.65130%
Returns for 1 year-4.593.31-139%
Returns for 3 years18.0423.4777%
Returns for 5 years74.8661.96121%
Returns for 10 years10.9646.9723%
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