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FIZRX vs JVMAX
FIZRX vs JVMAX Comparison
Open Charts FIZRX vs JVMAX
Macquarie Opportunity R
Price$33.93
Change-$0.44 (-1.28%)
VolumeN/A
Net Assets520.53M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
FIZRX vs JVMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. FIZRX (521M). JVMAX pays higher dividends than FIZRX: JVMAX (0.60) vs FIZRX (0.34). 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: 47.00 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 : -1.11 vs. JVMAX (-2.54).
| 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 | 0.409 | 3.580 | 11% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 21.7B | 2% |
| Annual Yield % from dividends | 0.34 | 0.60 | 58% |
| Returns for 1 year | -1.11 | -2.54 | 44% |
| Returns for 3 years | N/A | 16.43 | - |
| Returns for 5 years | N/A | 50.75 | - |
| Returns for 10 years | N/A | 33.14 | - |
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