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FIZRX vs JVMIX
FIZRX vs JVMIX Comparison
Open Charts FIZRX vs JVMIX
Macquarie Opportunity R
Price$37.05
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FIZRX vs JVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FIZRX (515M). JVMIX pays higher dividends than FIZRX: JVMIX (0.74) vs FIZRX (0.31). FIZRX was incepted earlier than JVMIX: FIZRX (3 years) vs JVMIX (28 years). FIZRX (1.44) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIZRX (17.00). FIZRX has a lower initial minimum investment than JVMIX: FIZRX (0) vs JVMIX (250000). JVMIX (-4.87) and FIZRX (-5.08) have marching annual gain over last year.
| FIZRX | JVMIX | FIZRX / JVMIX | |
| Total Expense Ratio | 1.36 | 0.85 | 160% |
| Annual Report Gross Expense Ratio | 1.44 | 0.86 | 167% |
| Fund Existence | 3 years | 28 years | - |
| Gain YTD | 8.238 | 9.759 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.31 | 0.74 | 42% |
| Returns for 1 year | -5.08 | -4.87 | 104% |
| Returns for 3 years | N/A | 25.37 | - |
| Returns for 5 years | N/A | 47.49 | - |
| Returns for 10 years | N/A | 51.49 | - |
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