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FIUSX vs JVMSX
FIUSX vs JVMSX Comparison
Open Charts FIUSX vs JVMSX
Macquarie Opportunity A
Price$33.74
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets517.8M
JHancock Disciplined Value Mid Cap R2
Price$28.86
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets23B
FIUSX vs JVMSX Comparison Chart in %
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FIUSX vs. JVMSX commentary
Aug 02, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23B vs. FIUSX (518M). FIUSX pays higher dividends than JVMSX: FIUSX (0.76) vs JVMSX (0.41). FIUSX was incepted earlier than JVMSX: FIUSX (33 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FIUSX (1.19). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (17.00). JVMSX has a lower initial minimum investment than FIUSX: JVMSX (0) vs FIUSX (1000). JVMSX annual gain was more profitable for investors over the last year : -2.58 vs. FIUSX (-3.77). JVMSX (54.11) and FIUSX (52.04) have equivalent 5 years return.
| FIUSX | JVMSX | FIUSX / JVMSX | |
| Total Expense Ratio | 1.11 | 1.25 | 89% |
| Annual Report Gross Expense Ratio | 1.19 | 1.26 | 94% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 4.426 | 8.094 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 23B | 2% |
| Annual Yield % from dividends | 0.76 | 0.41 | 184% |
| Returns for 1 year | -3.77 | -2.58 | 146% |
| Returns for 3 years | 6.21 | 15.21 | 41% |
| Returns for 5 years | 52.04 | 54.11 | 96% |
| Returns for 10 years | -13.66 | 43.02 | -32% |
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