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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
FIUSX vs JVMCX Comparison Chart in %
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FIUSX vs. JVMCX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIUSX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. FIUSX (530M). FIUSX pays higher dividends than JVMCX: FIUSX (0.77) vs JVMCX (0.00). FIUSX was incepted earlier than JVMCX: FIUSX (33 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FIUSX (1.19). JVMCX is a more actively managed with annual turnover of: 47.00 vs. FIUSX (17.00). FIUSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 3.70 vs. JVMCX (1.79). FIUSX (57.80) and JVMCX (55.49) have equivalent 5 years return.
| FIUSX | JVMCX | FIUSX / JVMCX | |
| Total Expense Ratio | 1.11 | 1.87 | 59% |
| Annual Report Gross Expense Ratio | 1.19 | 1.88 | 63% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 4.766 | 7.905 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 3.70 | 1.79 | 207% |
| Returns for 3 years | 13.93 | 20.12 | 69% |
| Returns for 5 years | 57.80 | 55.49 | 104% |
| Returns for 10 years | -14.52 | 35.64 | -41% |
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