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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
Open Charts FIUSX vs JVMIX
Macquarie Opportunity A
Price$34.13
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets522.6M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.76B
FIUSX vs JVMIX Comparison Chart in %
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FIUSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. FIUSX (523M). JVMIX (0.76) and FIUSX (0.76) have matching dividends . FIUSX was incepted earlier than JVMIX: FIUSX (33 years) vs JVMIX (28 years). FIUSX (1.19) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than JVMIX: FIUSX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.55 vs. FIUSX (-1.32). JVMIX return over 5 years is better than : 51.28 vs. FIUSX (46.05).
| FIUSX | JVMIX | FIUSX / JVMIX | |
| Total Expense Ratio | 1.11 | 0.87 | 128% |
| Annual Report Gross Expense Ratio | 1.19 | 0.88 | 135% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 5.633 | 9.833 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.8B | 2% |
| Annual Yield % from dividends | 0.76 | 0.76 | 99% |
| Returns for 1 year | -1.32 | 1.55 | -85% |
| Returns for 3 years | 2.33 | 12.77 | 18% |
| Returns for 5 years | 46.05 | 51.28 | 90% |
| Returns for 10 years | -13.08 | 46.43 | -28% |
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