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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
Macquarie Opportunity A
Price$35.15
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
FIUSX vs JVMCX Comparison Chart in %
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FIUSX vs. JVMCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. FIUSX (510M). FIUSX pays higher dividends than JVMCX: FIUSX (0.72) vs JVMCX (0.00). FIUSX was incepted earlier than JVMCX: FIUSX (33 years) vs JVMCX (14 years). JVMCX (1.86) 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. FIUSX annual gain was more profitable for investors over the last year : -5.80 vs. JVMCX (-7.96). FIUSX return over 5 years is better than : 33.95 vs. JVMCX (26.91).
| FIUSX | JVMCX | FIUSX / JVMCX | |
| Total Expense Ratio | 1.11 | 1.85 | 60% |
| Annual Report Gross Expense Ratio | 1.19 | 1.86 | 64% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 8.790 | 6.877 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | -5.80 | -7.96 | 73% |
| Returns for 3 years | 9.86 | 9.36 | 105% |
| Returns for 5 years | 33.95 | 26.91 | 126% |
| Returns for 10 years | -6.61 | 32.70 | -20% |
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