Interact to see
Advertisement
Advertisement
FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$35.81
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
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: 22.6B vs. FIZRX (530M). JVMSX pays higher dividends than FIZRX: JVMSX (0.42) vs FIZRX (0.33). 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: 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 : 4.02 vs. JVMSX (3.00).
| 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 | 4.616 | 8.206 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 0.33 | 0.42 | 79% |
| Returns for 1 year | 4.02 | 3.00 | 134% |
| Returns for 3 years | N/A | 22.77 | - |
| Returns for 5 years | N/A | 60.52 | - |
| Returns for 10 years | N/A | 44.56 | - |
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 % |
| SPYG | 96.07 | 1.02 | +1.07% |
| SPDR® Portfolio S&P 500 Growth ETF | |||
| VOTE | 73.59 | 0.63 | +0.86% |
| TCW Transform 500 ETF | |||
| GINN | 67.98 | 0.43 | +0.64% |
| Goldman Sachs Innovate Equity ETF | |||
| XDOC | 32.55 | 0.15 | +0.46% |
| Innovator US Equity Accelerated ETF Oct | |||
| FMY | 12.25 | 0.01 | +0.08% |
| FIRST TRUST MORTGAGE Income FUND | |||