FIUSX
Price
$34.23
Change
+$0.15 (+0.44%)
Updated
Jul 25 closing price
Net Assets
525.79M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
22.92B
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FIUSX vs JVMRX

Header iconFIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRXBanner chart's image
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.

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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.
FIUSXJVMRXFIUSX / JVMRX
Total Expense Ratio1.110.75148%
Annual Report Gross Expense Ratio1.190.76157%
Fund Existence33 years14 years-
Gain YTD5.4788.68663%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets526M22.9B2%
Annual Yield % from dividends0.770.8888%
Returns for 1 year0.170.6626%
Returns for 3 years11.3920.9854%
Returns for 5 years54.8057.5995%
Returns for 10 years-12.3450.21-25%
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