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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$31.56
Change-$0.10 (-0.32%)
VolumeN/A
Net Assets513.57M
JHancock Disciplined Value Mid Cap R6
Price$27.14
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.3B
FIUSX vs JVMRX Comparison Chart
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FIUSX vs. JVMRX commentary
May 24, 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: 21.3B vs. FIUSX (514M). JVMRX pays higher dividends than FIUSX: JVMRX (0.96) vs FIUSX (0.83). 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). JVMRX annual gain was more profitable for investors over the last year : -5.76 vs. FIUSX (-6.10). JVMRX (59.16) and FIUSX (57.34) 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 | -1.702 | 1.299 | -131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.3B | 2% |
| Annual Yield % from dividends | 0.83 | 0.96 | 87% |
| Returns for 1 year | -6.10 | -5.76 | 106% |
| Returns for 3 years | 0.29 | 9.17 | 3% |
| Returns for 5 years | 57.34 | 59.16 | 97% |
| Returns for 10 years | -22.33 | 34.68 | -64% |
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