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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$35.05
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. FIUSX (515M). JVMRX pays higher dividends than FIUSX: JVMRX (0.84) vs FIUSX (0.72). FIUSX was incepted earlier than JVMRX: FIUSX (33 years) vs JVMRX (14 years). FIUSX (1.19) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (17.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. FIUSX (-5.37). JVMRX (47.93) and FIUSX (45.67) have equivalent 5 years return.
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | 1.11 | 0.74 | 150% |
| Annual Report Gross Expense Ratio | 1.19 | 0.75 | 159% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 8.480 | 9.837 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.7B | 2% |
| Annual Yield % from dividends | 0.72 | 0.84 | 87% |
| Returns for 1 year | -5.37 | -4.79 | 112% |
| Returns for 3 years | 17.31 | 25.62 | 68% |
| Returns for 5 years | 45.67 | 47.93 | 95% |
| Returns for 10 years | -6.35 | 52.40 | -12% |
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