FSOAX
Price
$40.84
Change
-$0.05 (-0.12%)
Updated
Jun 11 closing price
Net Assets
1.65B
MVCAX
Price
$30.40
Change
-$0.15 (-0.49%)
Updated
Jun 11 closing price
Net Assets
16.92B
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FSOAX vs MVCAX

Header iconFSOAX vs MVCAX Comparison
Open Charts FSOAX vs MVCAXBanner chart's image
Fidelity Advisor Value Strategies A
Price$40.84
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets1.65B
MFS Mid Cap Value A
Price$30.40
Change-$0.15 (-0.49%)
VolumeN/A
Net Assets16.92B
FSOAX vs MVCAX Comparison Chart
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FSOAX vs. MVCAX commentary
Jun 13, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FSOAX (1.65B). MVCAX (0.89) 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 : -2.67 vs. FSOAX (-10.75). FSOAX return over 5 years is better than : 64.65 vs. MVCAX (54.56).
FSOAXMVCAXFSOAX / MVCAX
Total Expense Ratio1.090.99110%
Annual Report Gross Expense Ratio1.091.00109%
Fund Existence29 years24 years-
Gain YTD-4.774-0.4241,127%
Front Load6%6%100%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.65B16.9B10%
Annual Yield % from dividends0.890.8999%
Returns for 1 year-10.75-2.67403%
Returns for 3 years5.249.6354%
Returns for 5 years64.6554.56118%
Returns for 10 years2.8256.195%
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