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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Macquarie Opportunity A
Price$34.13
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets519.7M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX commentary
Aug 18, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FIUSX (520M). JVMRX pays higher dividends than FIUSX: JVMRX (0.86) vs FIUSX (0.76). FIUSX was incepted earlier than JVMRX: FIUSX (33 years) vs JVMRX (14 years). FIUSX (1.19) is less costly to investors than JVMRX (0.76). 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 : 0.87 vs. FIUSX (-1.32). JVMRX return over 5 years is better than : 50.62 vs. FIUSX (46.05).
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | 1.11 | 0.75 | 148% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 5.633 | 9.057 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 23.6B | 2% |
| Annual Yield % from dividends | 0.76 | 0.86 | 88% |
| Returns for 1 year | -1.32 | 0.87 | -152% |
| Returns for 3 years | 2.33 | 12.17 | 19% |
| Returns for 5 years | 46.05 | 50.62 | 91% |
| Returns for 10 years | -13.08 | 46.16 | -28% |
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