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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$44.94
Change+$0.53 (+1.19%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap R6
Price$29.91
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FSOAX (1.72B). JVMRX (0.84) and FSOAX (0.80) 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 (0.75). 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 : -4.79 vs. FSOAX (-10.38). FSOAX return over 5 years is better than : 56.39 vs. JVMRX (47.93).
| 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 | 3.423 | 9.837 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 23.9B | 7% |
| Annual Yield % from dividends | 0.80 | 0.84 | 96% |
| Returns for 1 year | -10.38 | -4.79 | 217% |
| Returns for 3 years | 22.51 | 25.62 | 88% |
| Returns for 5 years | 56.39 | 47.93 | 118% |
| Returns for 10 years | 20.01 | 52.40 | 38% |
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