Interact to see
Advertisement
Advertisement
FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
Fidelity Advisor Value Strategies A
Price$44.66
Change-$0.42 (-0.93%)
VolumeN/A
Net Assets1.72B
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
FSOAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMRX commentary
Oct 08, 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: 24.3B 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 : -0.35 vs. FSOAX (-7.17). FSOAX return over 5 years is better than : 59.99 vs. JVMRX (50.09).
| 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 | 4.984 | 11.878 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 24.3B | 7% |
| Annual Yield % from dividends | 0.80 | 0.84 | 96% |
| Returns for 1 year | -7.17 | -0.35 | 2,022% |
| Returns for 3 years | 27.00 | 30.79 | 88% |
| Returns for 5 years | 59.99 | 50.09 | 120% |
| Returns for 10 years | 22.45 | 55.99 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLRT | 47.42 | -0.02 | -0.04% |
| Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF | |||
| EVUS | 31.50 | -0.08 | -0.26% |
| iShares ESG Aware MSCI USA Value ETF | |||
| QQA | 52.90 | -0.22 | -0.41% |
| Invesco QQQ Income Advantage ETF | |||
| BBIN | 71.02 | -0.56 | -0.78% |
| JPMorgan BetaBuilders Intl Eq ETF | |||
| SAEF | 27.51 | -0.47 | -1.68% |
| Schwab Ariel Opportunities ETF | |||