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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$39.10
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets1.67B
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FSOAX vs JVMRX Comparison Chart
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FSOAX vs. JVMRX commentary
May 11, 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: 20.9B vs. FSOAX (1.67B). JVMRX (0.96) and FSOAX (0.92) 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 (47.00). 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 : -7.52 vs. FSOAX (-16.66). FSOAX return over 5 years is better than : 68.27 vs. JVMRX (55.51).
| 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 | -8.943 | -0.965 | 927% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 20.9B | 8% |
| Annual Yield % from dividends | 0.92 | 0.96 | 96% |
| Returns for 1 year | -16.66 | -7.52 | 221% |
| Returns for 3 years | 1.92 | 7.37 | 26% |
| Returns for 5 years | 68.27 | 55.51 | 123% |
| Returns for 10 years | -0.65 | 34.25 | -2% |
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