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FIUSX vs JVMAX
FIUSX vs JVMAX Comparison
Open Charts FIUSX vs JVMAX
Macquarie Opportunity A
Price$29.44
Change+$2.20 (+8.08%)
VolumeN/A
Net Assets450.5M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
FIUSX vs JVMAX Comparison Chart
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FIUSX vs. JVMAX commentary
Apr 11, 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 FIUSX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. FIUSX (451M). FIUSX pays higher dividends than JVMAX: FIUSX (0.82) vs JVMAX (0.61). FIUSX was incepted earlier than JVMAX: FIUSX (33 years) vs JVMAX (28 years). FIUSX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. FIUSX (11.00). FIUSX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). FIUSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FIUSX (-20.00) and JVMAX (-20.84) have marching annual gain over last year. JVMAX (36.10) and FIUSX (35.80) have equivalent 5 years return.
| FIUSX | JVMAX | FIUSX / JVMAX | |
| Total Expense Ratio | 1.11 | 1.12 | 99% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | -15.692 | -13.336 | 118% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 18.5B | 2% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | -20.00 | -20.84 | 96% |
| Returns for 3 years | -18.62 | -13.99 | 133% |
| Returns for 5 years | 35.80 | 36.10 | 99% |
| Returns for 10 years | -32.41 | 11.67 | -278% |
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