FIUSX
Price
$33.85
Change
+$0.22 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIUSX vs JVMRX

Header iconFIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRXBanner chart's image
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX commentary
Jul 05, 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: 22.6B vs. FIUSX (530M). 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). FIUSX (3.70) and JVMRX (3.59) have marching annual gain over last year. JVMRX return over 5 years is better than : 63.32 vs. FIUSX (57.80).
FIUSXJVMRXFIUSX / JVMRX
Total Expense Ratio1.110.75148%
Annual Report Gross Expense Ratio1.190.76157%
Fund Existence33 years14 years-
Gain YTD4.7668.50056%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets530M22.6B2%
Annual Yield % from dividends0.770.8888%
Returns for 1 year3.703.59103%
Returns for 3 years13.9324.1458%
Returns for 5 years57.8063.3291%
Returns for 10 years-14.5249.30-29%
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