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FIVCX vs JVMAX
FIVCX vs JVMAX Comparison
Open Charts FIVCX vs JVMAX
Macquarie Opportunity C
Price$32.39
Change-$0.58 (-1.76%)
VolumeN/A
Net Assets523.11M
JHancock Disciplined Value Mid Cap A
Price$24.72
Change-$0.47 (-1.87%)
VolumeN/A
Net Assets21.34B
FIVCX vs JVMAX Comparison Chart
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FIVCX vs. JVMAX commentary
Mar 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVCX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. FIVCX (523M). JVMAX pays higher dividends than FIVCX: JVMAX (0.59) vs FIVCX (0.00). FIVCX was incepted earlier than JVMAX: FIVCX (2 years) vs JVMAX (28 years). FIVCX (1.94) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. FIVCX (11.00). FIVCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FIVCX annual gain was more profitable for investors over the last year : -6.44 vs. JVMAX (-8.24).
| FIVCX | JVMAX | FIVCX / JVMAX | |
| Total Expense Ratio | 1.86 | 1.12 | 166% |
| Annual Report Gross Expense Ratio | 1.94 | 1.13 | 172% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | -3.625 | -0.905 | 401% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 21.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | -6.44 | -8.24 | 78% |
| Returns for 3 years | N/A | 3.03 | - |
| Returns for 5 years | N/A | 38.52 | - |
| Returns for 10 years | 148.46 | 31.89 | 465% |
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