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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
Macquarie Opportunity A
Price$32.07
Change-$0.41 (-1.26%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
FIUSX vs JVMCX Comparison Chart
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FIUSX vs. JVMCX commentary
Jun 15, 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: 21.5B vs. FIUSX (514M). FIUSX pays higher dividends than JVMCX: FIUSX (0.79) 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 : -2.70 vs. JVMCX (-4.05). FIUSX return over 5 years is better than : 48.63 vs. JVMCX (45.41).
| 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 | -0.743 | 2.055 | -36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -2.70 | -4.05 | 67% |
| Returns for 3 years | 6.91 | 13.31 | 52% |
| Returns for 5 years | 48.63 | 45.41 | 107% |
| Returns for 10 years | -21.02 | 25.18 | -83% |
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