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FIZRX vs JVMSX
FIZRX vs JVMSX Comparison
Open Charts FIZRX vs JVMSX
Macquarie Opportunity R
Price$37.05
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
FIZRX vs JVMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FIZRX (515M). JVMSX pays higher dividends than FIZRX: JVMSX (0.40) vs FIZRX (0.31). 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. FIZRX (-5.08) and JVMSX (-5.30) have marching annual gain over last year.
| 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 | 8.238 | 9.399 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.31 | 0.40 | 78% |
| Returns for 1 year | -5.08 | -5.30 | 96% |
| Returns for 3 years | N/A | 24.28 | - |
| Returns for 5 years | N/A | 45.42 | - |
| Returns for 10 years | N/A | 47.59 | - |
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