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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
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.
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).
| 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 | 0.699 | 8.361 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 22.6B | 8% |
| Annual Yield % from dividends | 0.84 | 0.65 | 130% |
| Returns for 1 year | -4.59 | 3.31 | -139% |
| Returns for 3 years | 18.04 | 23.47 | 77% |
| Returns for 5 years | 74.86 | 61.96 | 121% |
| Returns for 10 years | 10.96 | 46.97 | 23% |
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