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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$43.58
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets1.7B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FSOAX (1.7B). JVMRX (0.88) and FSOAX (0.84) have matching dividends . FSOAX was incepted earlier than JVMRX: FSOAX (29 years) vs JVMRX (14 years). FSOAX (1.09) is less costly to investors than JVMRX (0.76). 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 : 1.28 vs. FSOAX (-6.73). FSOAX return over 5 years is better than : 71.75 vs. JVMRX (58.56).
| FSOAX | JVMRX | FSOAX / JVMRX | |
| Total Expense Ratio | 1.09 | 0.75 | 145% |
| Annual Report Gross Expense Ratio | 1.09 | 0.76 | 143% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 1.490 | 9.354 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 23.1B | 7% |
| Annual Yield % from dividends | 0.84 | 0.88 | 96% |
| Returns for 1 year | -6.73 | 1.28 | -527% |
| Returns for 3 years | 16.11 | 21.72 | 74% |
| Returns for 5 years | 71.75 | 58.56 | 123% |
| Returns for 10 years | 12.80 | 51.14 | 25% |
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