FSOAX
Price
$42.06
Change
+$0.46 (+1.11%)
Updated
Aug 4 closing price
Net Assets
1.68B
MVCAX
Price
$31.23
Change
-$0.02 (-0.06%)
Updated
Aug 5 closing price
Net Assets
16.93B
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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$42.06
Change+$0.46 (+1.11%)
VolumeN/A
Net Assets1.68B
MFS Mid Cap Value A
Price$31.23
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets16.93B
FSOAX vs MVCAX Comparison Chart in %
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FSOAX vs. MVCAX commentary
Aug 06, 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 Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FSOAX (1.68B). MVCAX (0.86) and FSOAX (0.84) 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 : -4.01 vs. FSOAX (-8.70). FSOAX return over 5 years is better than : 60.18 vs. MVCAX (47.00).
FSOAXMVCAXFSOAX / MVCAX
Total Expense Ratio1.090.99110%
Annual Report Gross Expense Ratio1.091.00109%
Fund Existence29 years24 years-
Gain YTD-3.1210.750-416%
Front Load6%6%100%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.68B16.9B10%
Annual Yield % from dividends0.840.8697%
Returns for 1 year-8.70-4.01217%
Returns for 3 years6.999.7672%
Returns for 5 years60.1847.00128%
Returns for 10 years8.1461.9813%
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