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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
Open Charts FIUSX vs JVMIX
Macquarie Opportunity A
Price$36.33
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets527.8M
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
FIUSX vs JVMIX Comparison Chart in %
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FIUSX vs. JVMIX commentary
Nov 14, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FIUSX (528M). JVMIX (0.75) and FIUSX (0.72) 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 (0.86). 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 annual gain was more profitable for investors over the last year : -4.35 vs. JVMIX (-5.45). FIUSX (40.05) and JVMIX (38.17) 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 | 28 years | - |
| Gain YTD | 12.442 | 11.243 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 24.2B | 2% |
| Annual Yield % from dividends | 0.72 | 0.75 | 96% |
| Returns for 1 year | -4.35 | -5.45 | 80% |
| Returns for 3 years | 12.20 | 15.30 | 80% |
| Returns for 5 years | 40.05 | 38.17 | 105% |
| Returns for 10 years | -1.00 | 54.29 | -2% |
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