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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
Macquarie Opportunity A
Price$34.13
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets522.6M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.76B
FIUSX vs JVMCX Comparison Chart in %
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FIUSX vs. JVMCX commentary
Aug 16, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. FIUSX (523M). FIUSX pays higher dividends than JVMCX: FIUSX (0.76) vs JVMCX (0.00). FIUSX was incepted earlier than JVMCX: FIUSX (33 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FIUSX (1.19). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (17.00). FIUSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -0.11 vs. FIUSX (-1.32). FIUSX (46.05) and JVMCX (44.48) have equivalent 5 years return.
| FIUSX | JVMCX | FIUSX / JVMCX | |
| Total Expense Ratio | 1.11 | 1.87 | 59% |
| Annual Report Gross Expense Ratio | 1.19 | 1.88 | 63% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 5.633 | 9.170 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.8B | 2% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -1.32 | -0.11 | 1,217% |
| Returns for 3 years | 2.33 | 9.40 | 25% |
| Returns for 5 years | 46.05 | 44.48 | 104% |
| Returns for 10 years | -13.08 | 33.90 | -39% |
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