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FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$36.21
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
FIZRX vs JVMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. FIZRX (527M). JVMSX pays higher dividends than FIZRX: JVMSX (0.42) vs FIZRX (0.33). FIZRX was incepted earlier than JVMSX: FIZRX (2 years) vs JVMSX (13 years). FIZRX (1.44) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIZRX (17.00). FIZRX (0) and JVMSX (0) have matching initial minimum investment requirements. FIZRX annual gain was more profitable for investors over the last year : 0.94 vs. JVMSX (0.75).
| FIZRX | JVMSX | FIZRX / JVMSX | |
| Total Expense Ratio | 1.36 | 1.25 | 109% |
| Annual Report Gross Expense Ratio | 1.44 | 1.26 | 114% |
| Fund Existence | 2 years | 13 years | - |
| Gain YTD | 5.784 | 9.064 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.33 | 0.42 | 79% |
| Returns for 1 year | 0.94 | 0.75 | 125% |
| Returns for 3 years | N/A | 20.42 | - |
| Returns for 5 years | N/A | 55.91 | - |
| Returns for 10 years | N/A | 46.42 | - |
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