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FIUSX vs JVMAX
FIUSX vs JVMAX Comparison
Open Charts FIUSX vs JVMAX
Macquarie Opportunity A
Price$32.31
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets522.37M
JHancock Disciplined Value Mid Cap A
Price$26.05
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets21.57B
FIUSX vs JVMAX Comparison Chart
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FIUSX vs. JVMAX commentary
May 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.6B vs. FIUSX (522M). FIUSX pays higher dividends than JVMAX: FIUSX (0.83) vs JVMAX (0.63). 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 (17.00). 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 annual gain was more profitable for investors over the last year : -7.79 vs. JVMAX (-8.49). FIUSX return over 5 years is better than : 69.07 vs. JVMAX (64.09).
| 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 | -3.497 | -1.101 | 318% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 21.6B | 2% |
| Annual Yield % from dividends | 0.83 | 0.63 | 133% |
| Returns for 1 year | -7.79 | -8.49 | 92% |
| Returns for 3 years | -1.61 | 4.17 | -39% |
| Returns for 5 years | 69.07 | 64.09 | 108% |
| Returns for 10 years | -22.92 | 26.56 | -86% |
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