FSOAX
Price
$43.58
Change
+$0.34 (+0.79%)
Updated
Jul 25 closing price
Net Assets
1.7B
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

FSOAX vs JVMTX

Header iconFSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTXBanner chart's image
Fidelity Advisor Value Strategies A
Price$43.58
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FSOAX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FSOAX vs. JVMTX commentary
Jul 27, 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 Hold and JVMTX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B 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 (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 : 1.07 vs. FSOAX (-6.73). FSOAX return over 5 years is better than : 71.75 vs. JVMTX (57.29).
FSOAXJVMTXFSOAX / JVMTX
Total Expense Ratio1.091.00109%
Annual Report Gross Expense Ratio1.091.1198%
Fund Existence29 years12 years-
Gain YTD1.4909.25316%
Front Load6%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.7B23.1B7%
Annual Yield % from dividends0.840.65130%
Returns for 1 year-6.731.07-631%
Returns for 3 years16.1121.1576%
Returns for 5 years71.7557.29125%
Returns for 10 years12.8048.9026%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UPRO99.281.07
+1.09%
ProShares UltraPro S&P500
GJUL39.550.08
+0.20%
FT Vest U.S. Eq Mod Buffr ETF - Jul
PBQQ27.17N/A
N/A
PGIM LADDERED NASDAQ-100 BUFFER 12 ETF
EDOG22.43-0.13
-0.56%
ALPS Emerging Sector Dividend Dogs ETF
IAF4.46-0.04
-0.89%
abrdn Australia Equity Fund