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FIZRX vs JVMAX
FIZRX vs JVMAX Comparison
Open Charts FIZRX vs JVMAX
Macquarie Opportunity R
Price$36.04
Change-$0.17 (-0.47%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets23.06B
FIZRX vs JVMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. FIZRX (527M). JVMAX pays higher dividends than FIZRX: JVMAX (0.58) vs FIZRX (0.33). FIZRX was incepted earlier than JVMAX: FIZRX (2 years) vs JVMAX (28 years). FIZRX (1.44) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. FIZRX (17.00). FIZRX has a lower initial minimum investment than JVMAX: FIZRX (0) vs JVMAX (1000). FIZRX annual gain was more profitable for investors over the last year : -0.55 vs. JVMAX (-1.06).
| FIZRX | JVMAX | FIZRX / JVMAX | |
| Total Expense Ratio | 1.36 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.44 | 1.13 | 127% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 5.784 | 9.166 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.33 | 0.58 | 58% |
| Returns for 1 year | -0.55 | -1.06 | 52% |
| Returns for 3 years | N/A | 15.08 | - |
| Returns for 5 years | N/A | 52.77 | - |
| Returns for 10 years | N/A | 42.05 | - |
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