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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$46.85
Change-$0.65 (-1.37%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$30.56
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.75B
FSOAX vs JVMTX Comparison Chart in %
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FSOAX vs. JVMTX commentary
Dec 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FSOAX (1.7B). FSOAX pays higher dividends than JVMTX: FSOAX (0.78) vs JVMTX (0.61). FSOAX was incepted earlier than JVMTX: FSOAX (29 years) vs JVMTX (12 years). JVMTX (1.10) and FSOAX (1.09) have similar cost to investors . FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMTX (49.00). FSOAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.92 vs. FSOAX (-7.12). FSOAX return over 5 years is better than : 43.61 vs. JVMTX (35.45).
| FSOAX | JVMTX | FSOAX / JVMTX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 1.10 | 99% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 9.013 | 14.344 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 24.7B | 7% |
| Annual Yield % from dividends | 0.78 | 0.61 | 127% |
| Returns for 1 year | -7.12 | -1.92 | 370% |
| Returns for 3 years | 19.54 | 19.34 | 101% |
| Returns for 5 years | 43.61 | 35.45 | 123% |
| Returns for 10 years | 31.88 | 59.34 | 54% |
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