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FIUSX vs JVMAX
FIUSX vs JVMAX Comparison
Open Charts FIUSX vs JVMAX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
FIUSX vs JVMAX Comparison Chart
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FIUSX vs. JVMAX commentary
Jan 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 FIUSX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
FIUSX pays higher dividends than JVMAX: FIUSX (0.73) vs JVMAX (0.67). FIUSX was incepted earlier than JVMAX: FIUSX (32 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. FIUSX (11.00). FIUSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 8.34 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. FIUSX (18.33).
| FIUSX | JVMAX | FIUSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 3.559 | 3.777 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 23.1B | - |
| Annual Yield % from dividends | 0.73 | 0.67 | 110% |
| Returns for 1 year | 8.34 | 4.82 | 173% |
| Returns for 3 years | -3.39 | -0.09 | 3,851% |
| Returns for 5 years | 18.33 | 23.77 | 77% |
| Returns for 10 years | -8.49 | 42.53 | -20% |
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