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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$44.41
Change-$0.20 (-0.45%)
VolumeN/A
Net Assets1.74B
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX commentary
Sep 10, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FSOAX (1.74B). JVMRX pays higher dividends than FSOAX: JVMRX (0.84) vs FSOAX (0.80). 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). JVMRX annual gain was more profitable for investors over the last year : 4.67 vs. FSOAX (-2.84). FSOAX return over 5 years is better than : 68.40 vs. JVMRX (57.18).
| 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 | 3.889 | 12.324 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 24.4B | 7% |
| Annual Yield % from dividends | 0.80 | 0.84 | 95% |
| Returns for 1 year | -2.84 | 4.67 | -61% |
| Returns for 3 years | 14.21 | 20.07 | 71% |
| Returns for 5 years | 68.40 | 57.18 | 120% |
| Returns for 10 years | 22.01 | 60.40 | 36% |
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