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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
Macquarie Opportunity A
Price$35.05
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
FIUSX vs JVMCX Comparison Chart in %
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FIUSX vs. JVMCX commentary
Oct 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. FIUSX (515M). 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 : -5.37 vs. JVMCX (-6.45). FIUSX return over 5 years is better than : 45.67 vs. JVMCX (40.87).
| 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 | 8.480 | 8.893 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | -5.37 | -6.45 | 83% |
| Returns for 3 years | 17.31 | 21.60 | 80% |
| Returns for 5 years | 45.67 | 40.87 | 112% |
| Returns for 10 years | -6.35 | 38.46 | -17% |
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