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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$44.97
Change+$0.93 (+2.11%)
VolumeN/A
Net Assets1.69B
JHancock Disciplined Value Mid Cap R6
Price$30.11
Change+$0.55 (+1.86%)
VolumeN/A
Net Assets23.84B
FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX commentary
Nov 26, 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: 23.8B vs. FSOAX (1.69B). JVMRX pays higher dividends than FSOAX: JVMRX (0.85) 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 : -8.39 vs. FSOAX (-16.03). FSOAX return over 5 years is better than : 36.97 vs. JVMRX (30.99).
| 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 | 2.562 | 9.725 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 23.8B | 7% |
| Annual Yield % from dividends | 0.80 | 0.85 | 94% |
| Returns for 1 year | -16.03 | -8.39 | 191% |
| Returns for 3 years | 10.48 | 12.81 | 82% |
| Returns for 5 years | 36.97 | 30.99 | 119% |
| Returns for 10 years | 16.91 | 47.83 | 35% |
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