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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FIUSX vs JVMRX Comparison Chart
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FIUSX vs. JVMRX commentary
Jan 19, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX pays higher dividends than FIUSX: JVMRX (0.93) vs FIUSX (0.73). FIUSX was incepted earlier than JVMRX: FIUSX (32 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. FIUSX (11.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). FIUSX annual gain was more profitable for investors over the last year : 8.34 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. FIUSX (18.33).
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 3.559 | 3.786 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 23.1B | - |
| Annual Yield % from dividends | 0.73 | 0.93 | 79% |
| Returns for 1 year | 8.34 | 5.82 | 143% |
| Returns for 3 years | -3.39 | 1.65 | -206% |
| Returns for 5 years | 18.33 | 26.86 | 68% |
| Returns for 10 years | -8.49 | 49.19 | -17% |
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