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FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$33.93
Change-$0.44 (-1.28%)
VolumeN/A
Net Assets520.53M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
FIZRX vs JVMSX Comparison Chart
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. FIZRX (521M). JVMSX pays higher dividends than FIZRX: JVMSX (0.43) vs FIZRX (0.34). FIZRX was incepted earlier than JVMSX: FIZRX (2 years) vs JVMSX (13 years). FIZRX (1.44) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FIZRX (17.00). FIZRX (0) and JVMSX (0) have matching initial minimum investment requirements. FIZRX annual gain was more profitable for investors over the last year : -1.11 vs. JVMSX (-2.16).
| FIZRX | JVMSX | FIZRX / JVMSX | |
| Total Expense Ratio | 1.36 | 1.25 | 109% |
| Annual Report Gross Expense Ratio | 1.44 | 1.26 | 114% |
| Fund Existence | 2 years | 13 years | - |
| Gain YTD | 0.409 | 3.506 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 21.7B | 2% |
| Annual Yield % from dividends | 0.34 | 0.43 | 79% |
| Returns for 1 year | -1.11 | -2.16 | 51% |
| Returns for 3 years | N/A | 17.15 | - |
| Returns for 5 years | N/A | 51.88 | - |
| Returns for 10 years | N/A | 34.99 | - |
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