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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$34.23
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets525.79M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets22.92B
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX commentary
Jul 26, 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: 22.9B vs. FIUSX (526M). JVMRX pays higher dividends than FIUSX: JVMRX (0.88) vs FIUSX (0.77). 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: 49.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.66 vs. FIUSX (0.17). JVMRX (57.59) and FIUSX (54.80) have equivalent 5 years return.
| 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 | 5.478 | 8.686 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 22.9B | 2% |
| Annual Yield % from dividends | 0.77 | 0.88 | 88% |
| Returns for 1 year | 0.17 | 0.66 | 26% |
| Returns for 3 years | 11.39 | 20.98 | 54% |
| Returns for 5 years | 54.80 | 57.59 | 95% |
| Returns for 10 years | -12.34 | 50.21 | -25% |
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