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FIZRX vs JVMTX
FIZRX vs JVMTX Comparison
Open Charts FIZRX vs JVMTX
Macquarie Opportunity R
Price$36.04
Change-$0.17 (-0.47%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap R4
Price$29.28
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets23.06B
FIZRX vs JVMTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FIZRX (527M). JVMTX pays higher dividends than FIZRX: JVMTX (0.65) vs FIZRX (0.33). FIZRX was incepted earlier than JVMTX: FIZRX (2 years) vs JVMTX (12 years). FIZRX (1.44) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIZRX (17.00). FIZRX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -0.36 vs. FIZRX (-0.55).
| FIZRX | JVMTX | FIZRX / JVMTX | |
| Total Expense Ratio | 1.36 | 1.00 | 136% |
| Annual Report Gross Expense Ratio | 1.44 | 1.11 | 130% |
| Fund Existence | 2 years | 12 years | - |
| Gain YTD | 5.784 | 9.253 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.33 | 0.65 | 51% |
| Returns for 1 year | -0.55 | -0.36 | 152% |
| Returns for 3 years | N/A | 16.47 | - |
| Returns for 5 years | N/A | 55.33 | - |
| Returns for 10 years | N/A | 46.40 | - |
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