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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$35.15
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX commentary
Nov 20, 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 has more cash in the bank: 23.5B vs. FIUSX (510M). JVMRX pays higher dividends than FIUSX: JVMRX (0.85) vs FIUSX (0.72). 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). FIUSX annual gain was more profitable for investors over the last year : -5.80 vs. JVMRX (-6.35). FIUSX (33.95) and JVMRX (33.25) have equivalent 5 years return.
| 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 | 8.790 | 7.906 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.72 | 0.85 | 85% |
| Returns for 1 year | -5.80 | -6.35 | 91% |
| Returns for 3 years | 9.86 | 12.97 | 76% |
| Returns for 5 years | 33.95 | 33.25 | 102% |
| Returns for 10 years | -6.61 | 46.00 | -14% |
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