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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$35.04
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets526.12M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX commentary
Sep 08, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FIUSX (526M). JVMRX pays higher dividends than FIUSX: JVMRX (0.84) vs FIUSX (0.73). FIUSX was incepted earlier than JVMRX: FIUSX (33 years) vs JVMRX (14 years). FIUSX (1.19) is less costly to investors than JVMRX (0.75). 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 : 3.02 vs. FIUSX (0.70). JVMRX return over 5 years is better than : 55.40 vs. FIUSX (50.63).
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | 1.11 | 0.74 | 150% |
| Annual Report Gross Expense Ratio | 1.19 | 0.75 | 159% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 8.449 | 12.064 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 24.3B | 2% |
| Annual Yield % from dividends | 0.73 | 0.84 | 87% |
| Returns for 1 year | 0.70 | 3.02 | 23% |
| Returns for 3 years | 14.63 | 25.20 | 58% |
| Returns for 5 years | 50.63 | 55.40 | 91% |
| Returns for 10 years | -6.64 | 59.55 | -11% |
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