FSIAX vs. JSOSX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class M (FSIAX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
FSIAX is managed by Fidelity. It was launched on Oct 31, 1994. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
FSIAX vs. JSOSX - Performance Comparison
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FSIAX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSIAX Fidelity Advisor Strategic Income Fund Class M | -0.29% | 8.59% | 5.03% | 8.83% | -12.06% | 3.22% | 7.30% | 10.76% | -2.93% | 7.54% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.50% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, FSIAX achieves a -0.29% return, which is significantly lower than JSOSX's 0.50% return. Over the past 10 years, FSIAX has outperformed JSOSX with an annualized return of 3.91%, while JSOSX has yielded a comparatively lower 3.33% annualized return.
FSIAX
- 1D
- 0.60%
- 1M
- -1.83%
- YTD
- -0.29%
- 6M
- 0.76%
- 1Y
- 7.12%
- 3Y*
- 6.28%
- 5Y*
- 2.38%
- 10Y*
- 3.91%
JSOSX
- 1D
- 0.09%
- 1M
- -0.09%
- YTD
- 0.50%
- 6M
- 1.41%
- 1Y
- 3.52%
- 3Y*
- 4.69%
- 5Y*
- 3.12%
- 10Y*
- 3.33%
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FSIAX vs. JSOSX - Expense Ratio Comparison
FSIAX has a 0.96% expense ratio, which is higher than JSOSX's 0.77% expense ratio.
Return for Risk
FSIAX vs. JSOSX — Risk / Return Rank
FSIAX
JSOSX
FSIAX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class M (FSIAX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FSIAX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 5.17 | -3.06 |
Sortino ratioReturn per unit of downside risk | 2.94 | 10.21 | -7.27 |
Omega ratioGain probability vs. loss probability | 1.43 | 3.93 | -2.50 |
Calmar ratioReturn relative to maximum drawdown | 2.95 | 13.42 | -10.47 |
Martin ratioReturn relative to average drawdown | 11.41 | 90.13 | -78.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSIAX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 5.17 | -3.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 4.01 | -3.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | 2.59 | -1.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.53 | 1.98 | -0.45 |
Correlation
The correlation between FSIAX and JSOSX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FSIAX vs. JSOSX - Dividend Comparison
FSIAX's dividend yield for the trailing twelve months is around 3.78%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIAX Fidelity Advisor Strategic Income Fund Class M | 3.78% | 4.06% | 3.21% | 3.71% | 2.71% | 4.01% | 4.32% | 4.07% | 3.51% | 3.70% | 3.49% | 3.18% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
FSIAX vs. JSOSX - Drawdown Comparison
The maximum FSIAX drawdown since its inception was -17.81%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for FSIAX and JSOSX.
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Drawdown Indicators
| FSIAX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.81% | -6.40% | -11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.66% | -0.26% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.19% | -0.98% | -15.21% |
Max Drawdown (10Y)Largest decline over 10 years | -16.19% | -6.19% | -10.00% |
Current DrawdownCurrent decline from peak | -2.07% | -0.17% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -1.84% | -0.47% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 0.04% | +0.65% |
Volatility
FSIAX vs. JSOSX - Volatility Comparison
Fidelity Advisor Strategic Income Fund Class M (FSIAX) has a higher volatility of 1.68% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.35%. This indicates that FSIAX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSIAX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.68% | 0.35% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.37% | 0.51% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 0.68% | +2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.43% | 0.78% | +3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 1.29% | +3.13% |