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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
Open Charts FIUSX vs JVMIX
Macquarie Opportunity A
Price$35.04
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets526.6M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
FIUSX vs JVMIX Comparison Chart in %
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FIUSX vs. JVMIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIUSX (527M). JVMIX (0.74) and FIUSX (0.73) 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. FIUSX (0.70). JVMIX return over 5 years is better than : 54.86 vs. FIUSX (50.63).
| 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 | 8.449 | 11.985 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24.3B | 2% |
| Annual Yield % from dividends | 0.73 | 0.74 | 98% |
| Returns for 1 year | 0.70 | 2.91 | 24% |
| Returns for 3 years | 14.63 | 24.95 | 59% |
| Returns for 5 years | 50.63 | 54.86 | 92% |
| Returns for 10 years | -6.64 | 58.60 | -11% |
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