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FSOAX vs MVCAX
FSOAX vs MVCAX Comparison
Open Charts FSOAX vs MVCAX
Fidelity Advisor Value Strategies A
Price$36.42
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets1.84B
FSOAX vs MVCAX Comparison Chart
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FSOAX vs. MVCAX commentary
Apr 19, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.5B vs. FSOAX (1.84B). MVCAX (0.90) and FSOAX (0.89) have matching dividends . FSOAX was incepted earlier than MVCAX: FSOAX (29 years) vs MVCAX (24 years). FSOAX (1.09) is less costly to investors than MVCAX (1.00). FSOAX is a more actively managed with annual turnover of: 61.00 vs. MVCAX (27.00). FSOAX (6%) and MVCAX (6%) have equivalent initial investment costs. FSOAX has a lower initial minimum investment than MVCAX: FSOAX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -8.14 vs. FSOAX (-18.57). FSOAX return over 5 years is better than : 65.59 vs. MVCAX (54.79).
| FSOAX | MVCAX | FSOAX / MVCAX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 1.00 | 109% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -15.184 | -9.648 | 157% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 15.5B | 12% |
| Annual Yield % from dividends | 0.89 | 0.90 | 99% |
| Returns for 1 year | -18.57 | -8.14 | 228% |
| Returns for 3 years | -12.34 | -6.94 | 178% |
| Returns for 5 years | 65.59 | 54.79 | 120% |
| Returns for 10 years | -7.32 | 42.27 | -17% |
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