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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$29.44
Change+$2.20 (+8.08%)
VolumeN/A
Net Assets450.5M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
FIUSX vs JVMRX Comparison Chart
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FIUSX vs. JVMRX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. FIUSX (451M). JVMRX pays higher dividends than FIUSX: JVMRX (0.94) vs FIUSX (0.82). 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 (11.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). FIUSX (-20.00) and JVMRX (-20.09) have marching annual gain over last year. JVMRX return over 5 years is better than : 39.55 vs. FIUSX (35.80).
| 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 | -15.692 | -13.252 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 18.5B | 2% |
| Annual Yield % from dividends | 0.82 | 0.94 | 87% |
| Returns for 1 year | -20.00 | -20.09 | 100% |
| Returns for 3 years | -18.62 | -12.51 | 149% |
| Returns for 5 years | 35.80 | 39.55 | 91% |
| Returns for 10 years | -32.41 | 16.87 | -192% |
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