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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
Fidelity Advisor Value Strategies A
Price$45.12
Change+$0.29 (+0.65%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
FSOAX vs JVMTX Comparison Chart in %
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FSOAX vs. JVMTX commentary
Jan 16, 2026
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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FSOAX (1.69B). FSOAX pays higher dividends than JVMTX: FSOAX (0.94) vs JVMTX (0.62). FSOAX was incepted earlier than JVMTX: FSOAX (29 years) vs JVMTX (13 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 : 6.04 vs. FSOAX (5.45). FSOAX return over 5 years is better than : 27.39 vs. JVMTX (21.31).
| 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 | 13 years | - |
| Gain YTD | 6.713 | 4.812 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 24.7B | 7% |
| Annual Yield % from dividends | 0.94 | 0.62 | 152% |
| Returns for 1 year | 5.45 | 6.04 | 90% |
| Returns for 3 years | 12.74 | 14.24 | 89% |
| Returns for 5 years | 27.39 | 21.31 | 129% |
| Returns for 10 years | 40.22 | 73.13 | 55% |
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