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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
Open Charts FIUSX vs JVMIX
Macquarie Opportunity A
Price$35.05
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
FIUSX vs JVMIX Comparison Chart in %
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FIUSX vs. JVMIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. FIUSX (515M). JVMIX (0.74) 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). JVMIX annual gain was more profitable for investors over the last year : -4.87 vs. FIUSX (-5.37). JVMIX (47.49) and FIUSX (45.67) 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 | 8.480 | 9.759 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.7B | 2% |
| Annual Yield % from dividends | 0.72 | 0.74 | 98% |
| Returns for 1 year | -5.37 | -4.87 | 110% |
| Returns for 3 years | 17.31 | 25.37 | 68% |
| Returns for 5 years | 45.67 | 47.49 | 96% |
| Returns for 10 years | -6.35 | 51.49 | -12% |
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