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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
Open Charts FIUSX vs JVMIX
Macquarie Opportunity A
Price$32.07
Change-$0.41 (-1.26%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FIUSX vs JVMIX Comparison Chart
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FIUSX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FIUSX (514M). JVMIX (0.80) and FIUSX (0.79) have matching dividends . FIUSX was incepted earlier than JVMIX: FIUSX (33 years) vs JVMIX (28 years). FIUSX (1.19) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than JVMIX: FIUSX (1000) vs JVMIX (250000). FIUSX annual gain was more profitable for investors over the last year : -2.70 vs. JVMIX (-2.87). JVMIX return over 5 years is better than : 52.19 vs. FIUSX (48.63).
| FIUSX | JVMIX | FIUSX / JVMIX | |
| Total Expense Ratio | 1.11 | 0.87 | 128% |
| Annual Report Gross Expense Ratio | 1.19 | 0.88 | 135% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | -0.743 | 2.486 | -30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 0.79 | 0.80 | 99% |
| Returns for 1 year | -2.70 | -2.87 | 94% |
| Returns for 3 years | 6.91 | 16.82 | 41% |
| Returns for 5 years | 48.63 | 52.19 | 93% |
| Returns for 10 years | -21.02 | 36.89 | -57% |
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