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FIZRX vs JVMTX
FIZRX vs JVMTX Comparison
Open Charts FIZRX vs JVMTX
Macquarie Opportunity R
Price$37.36
Change+$0.54 (+1.47%)
VolumeN/A
Net Assets524.49M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
FIZRX vs JVMTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FIZRX (524M). JVMTX pays higher dividends than FIZRX: JVMTX (0.62) vs FIZRX (0.32). FIZRX was incepted earlier than JVMTX: FIZRX (3 years) vs JVMTX (12 years). FIZRX (1.44) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIZRX (17.00). FIZRX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. FIZRX (-1.98).
| FIZRX | JVMTX | FIZRX / JVMTX | |
| Total Expense Ratio | 1.36 | 0.99 | 137% |
| Annual Report Gross Expense Ratio | 1.44 | 1.10 | 131% |
| Fund Existence | 3 years | 12 years | - |
| Gain YTD | 9.144 | 11.631 | 79% |
| 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 | 0.62 | 51% |
| Returns for 1 year | -1.98 | -1.02 | 193% |
| Returns for 3 years | N/A | 34.61 | - |
| Returns for 5 years | N/A | 61.22 | - |
| Returns for 10 years | N/A | 63.56 | - |
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