Interact to see
Advertisement
Advertisement
FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$37.36
Change+$0.54 (+1.47%)
VolumeN/A
Net Assets524.49M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
FIZRX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. FIZRX (524M). JVMSX pays higher dividends than FIZRX: JVMSX (0.40) vs FIZRX (0.32). FIZRX was incepted earlier than JVMSX: FIZRX (3 years) vs JVMSX (14 years). FIZRX (1.44) is less costly to investors than JVMSX (1.25). 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. JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. FIZRX (-1.98).
| FIZRX | JVMSX | FIZRX / JVMSX | |
| Total Expense Ratio | 1.36 | 1.24 | 110% |
| Annual Report Gross Expense Ratio | 1.44 | 1.25 | 115% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 9.144 | 11.414 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.2B | 2% |
| Annual Yield % from dividends | 0.32 | 0.40 | 79% |
| Returns for 1 year | -1.98 | -1.31 | 152% |
| Returns for 3 years | N/A | 33.81 | - |
| Returns for 5 years | N/A | 59.77 | - |
| Returns for 10 years | N/A | 60.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers