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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$32.07
Change-$0.41 (-1.26%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
FIUSX vs JVMRX Comparison Chart
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FIUSX vs. JVMRX commentary
Jun 15, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. FIUSX (514M). JVMRX pays higher dividends than FIUSX: JVMRX (0.91) vs FIUSX (0.79). FIUSX was incepted earlier than JVMRX: FIUSX (33 years) vs JVMRX (14 years). FIUSX (1.19) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). FIUSX (-2.70) and JVMRX (-2.76) have marching annual gain over last year. JVMRX return over 5 years is better than : 52.66 vs. FIUSX (48.63).
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | 1.11 | 0.75 | 148% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | -0.743 | 2.524 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 0.79 | 0.91 | 87% |
| Returns for 1 year | -2.70 | -2.76 | 98% |
| Returns for 3 years | 6.91 | 17.06 | 41% |
| Returns for 5 years | 48.63 | 52.66 | 92% |
| Returns for 10 years | -21.02 | 37.73 | -56% |
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