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FIUSX vs JVMSX
FIUSX vs JVMSX Comparison
Open Charts FIUSX vs JVMSX
Macquarie Opportunity A
Price$29.44
Change+$2.20 (+8.08%)
VolumeN/A
Net Assets450.5M
JHancock Disciplined Value Mid Cap R2
Price$25.03
Change+$1.81 (+7.80%)
VolumeN/A
Net Assets18.48B
FIUSX vs JVMSX Comparison Chart
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FIUSX vs. JVMSX commentary
Apr 11, 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: 18.5B vs. FIUSX (451M). FIUSX pays higher dividends than JVMSX: FIUSX (0.82) vs JVMSX (0.45). 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: 47.00 vs. FIUSX (11.00). JVMSX has a lower initial minimum investment than FIUSX: JVMSX (0) vs FIUSX (1000). FIUSX (-20.00) and JVMSX (-20.56) have marching annual gain over last year. JVMSX (37.19) and FIUSX (35.80) 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 | -15.692 | -13.391 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 18.5B | 2% |
| Annual Yield % from dividends | 0.82 | 0.45 | 184% |
| Returns for 1 year | -20.00 | -20.56 | 97% |
| Returns for 3 years | -18.62 | -13.47 | 138% |
| Returns for 5 years | 35.80 | 37.19 | 96% |
| Returns for 10 years | -32.41 | 13.17 | -246% |
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