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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
Open Charts FIUSX vs JVMIX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FIUSX vs JVMIX Comparison Chart in %
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FIUSX vs. JVMIX commentary
Dec 04, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. FIUSX (524M). JVMIX (0.74) and FIUSX (0.70) have matching dividends . FIUSX was incepted earlier than JVMIX: FIUSX (33 years) vs JVMIX (29 years). FIUSX (1.19) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than JVMIX: FIUSX (1000) vs JVMIX (250000). FIUSX (-5.65) and JVMIX (-5.91) have marching annual gain over last year. FIUSX (33.86) and JVMIX (33.54) have equivalent 5 years return.
| FIUSX | JVMIX | FIUSX / JVMIX | |
| Total Expense Ratio | 1.11 | 0.85 | 131% |
| Annual Report Gross Expense Ratio | 1.19 | 0.86 | 138% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 12.473 | 12.022 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.5B | 2% |
| Annual Yield % from dividends | 0.70 | 0.74 | 96% |
| Returns for 1 year | -5.65 | -5.91 | 96% |
| Returns for 3 years | 10.65 | 14.46 | 74% |
| Returns for 5 years | 33.86 | 33.54 | 101% |
| Returns for 10 years | -3.83 | 50.20 | -8% |
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