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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$46.92
Change+$0.47 (+1.01%)
VolumeN/A
Net Assets1.82B
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX commentary
Feb 05, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. FSOAX (1.82B). FSOAX pays higher dividends than JVMRX: FSOAX (0.88) vs JVMRX (0.82). FSOAX was incepted earlier than JVMRX: FSOAX (29 years) vs JVMRX (14 years). FSOAX (1.09) is less costly to investors than JVMRX (0.75). FSOAX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (49.00). FSOAX has a lower initial minimum investment than JVMRX: FSOAX (0) vs JVMRX (1000000). FSOAX annual gain was more profitable for investors over the last year : 7.78 vs. JVMRX (5.07). FSOAX return over 5 years is better than : 29.54 vs. JVMRX (23.56).
| FSOAX | JVMRX | FSOAX / JVMRX | |
| Total Expense Ratio | 1.09 | 0.74 | 147% |
| Annual Report Gross Expense Ratio | 1.09 | 0.75 | 145% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 9.783 | 5.208 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 24.7B | 7% |
| Annual Yield % from dividends | 0.88 | 0.82 | 107% |
| Returns for 1 year | 7.78 | 5.07 | 153% |
| Returns for 3 years | 10.71 | 12.07 | 89% |
| Returns for 5 years | 29.54 | 23.56 | 125% |
| Returns for 10 years | 46.44 | 80.03 | 58% |
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