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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$43.10
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets1.68B
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX commentary
Aug 18, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FSOAX (1.68B). JVMRX (0.86) 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 : 0.87 vs. FSOAX (-7.61). FSOAX return over 5 years is better than : 60.14 vs. JVMRX (50.62).
| 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 | 0.373 | 9.057 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 23.6B | 7% |
| Annual Yield % from dividends | 0.84 | 0.86 | 97% |
| Returns for 1 year | -7.61 | 0.87 | -878% |
| Returns for 3 years | 5.13 | 12.17 | 42% |
| Returns for 5 years | 60.14 | 50.62 | 119% |
| Returns for 10 years | 11.06 | 46.16 | 24% |
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