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FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$37.79
Change+$0.16 (+0.43%)
VolumeN/A
Net Assets523.66M
JHancock Disciplined Value Mid Cap R2
Price$29.88
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.33B
FIZRX vs JVMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. FIZRX (524M). 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. JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. FIZRX (-2.08).
| 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 | 10.400 | 11.451 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.3B | 2% |
| Annual Yield % from dividends | 0.31 | 0.40 | 78% |
| Returns for 1 year | -2.08 | -1.31 | 159% |
| Returns for 3 years | N/A | 22.95 | - |
| Returns for 5 years | N/A | 46.22 | - |
| Returns for 10 years | N/A | 50.28 | - |
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