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FIVCX vs JVMAX
FIVCX vs JVMAX Comparison
Open Charts FIVCX vs JVMAX
Macquarie Opportunity C
Price$30.78
Change+$0.22 (+0.72%)
VolumeN/A
Net Assets477.11M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
FIVCX vs JVMAX Comparison Chart
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FIVCX vs. JVMAX commentary
Apr 19, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. FIVCX (477M). JVMAX pays higher dividends than FIVCX: JVMAX (0.61) 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 : -9.60 vs. JVMAX (-10.96).
| 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 | -10.026 | -7.710 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 19.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -9.60 | -10.96 | 88% |
| Returns for 3 years | N/A | -8.30 | - |
| Returns for 5 years | N/A | 46.80 | - |
| Returns for 10 years | 130.91 | 19.44 | 673% |
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