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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
Macquarie Opportunity A
Price$35.04
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets526.12M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
FIUSX vs JVMCX Comparison Chart in %
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FIUSX vs. JVMCX commentary
Sep 08, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. FIUSX (526M). FIUSX pays higher dividends than JVMCX: FIUSX (0.73) 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. JVMCX annual gain was more profitable for investors over the last year : 1.22 vs. FIUSX (0.70). FIUSX return over 5 years is better than : 50.63 vs. JVMCX (48.03).
| 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 | 8.449 | 11.265 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 24.3B | 2% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 0.70 | 1.22 | 58% |
| Returns for 3 years | 14.63 | 21.25 | 69% |
| Returns for 5 years | 50.63 | 48.03 | 105% |
| Returns for 10 years | -6.64 | 45.05 | -15% |
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