Interact to see
Advertisement
Advertisement
FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$37.69
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets527.27M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
FIZRX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. FIZRX (527M). JVMSX pays higher dividends than FIZRX: JVMSX (0.40) vs FIZRX (0.31). FIZRX was incepted earlier than JVMSX: FIZRX (3 years) vs JVMSX (14 years). FIZRX (1.44) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 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 : -0.39 vs. JVMSX (-0.42).
| FIZRX | JVMSX | FIZRX / JVMSX | |
| Total Expense Ratio | 1.36 | 1.24 | 110% |
| Annual Report Gross Expense Ratio | 1.44 | 1.25 | 115% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 10.108 | 11.936 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24.4B | 2% |
| Annual Yield % from dividends | 0.31 | 0.40 | 78% |
| Returns for 1 year | -0.39 | -0.42 | 92% |
| Returns for 3 years | N/A | 25.74 | - |
| Returns for 5 years | N/A | 54.95 | - |
| Returns for 10 years | N/A | 54.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MHF | 7.41 | 0.08 | +1.09% |
| Western Asset Municipal High Income Fund | |||
| HEFA | 40.29 | 0.26 | +0.65% |
| iShares Currency Hedged MSCI EAFE ETF | |||
| EDGF | 24.87 | -0.01 | -0.04% |
| 3EDGE Dynamic Fixed Income ETF | |||
| ILTB | 50.54 | -0.06 | -0.12% |
| iShares Core 10+ Year USD Bond ETF | |||
| BDCZ | 17.01 | -0.16 | -0.92% |
| UBS ETRACS Wells Fargo® Busn Dev Co ETN | |||