Interact to see
Advertisement
Advertisement
FIVCX vs JVMCX
FIVCX vs JVMCX Comparison
Open Charts FIVCX vs JVMCX
Macquarie Opportunity C
Price$37.02
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets509.37M
JHancock Disciplined Value Mid Cap C
Price$27.04
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.44B
FIVCX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVCX vs. JVMCX commentary
Nov 20, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. FIVCX (509M). FIVCX (0.00) and JVMCX (0.00) have matching dividends . FIVCX was incepted earlier than JVMCX: FIVCX (3 years) vs JVMCX (14 years). FIVCX (1.94) and JVMCX (1.86) have similar cost to investors . JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). FIVCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. FIVCX annual gain was more profitable for investors over the last year : -6.14 vs. JVMCX (-8.54).
| FIVCX | JVMCX | FIVCX / JVMCX | |
| Total Expense Ratio | 1.86 | 1.85 | 101% |
| Annual Report Gross Expense Ratio | 1.94 | 1.86 | 104% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 8.097 | 6.680 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 509M | 23.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.14 | -8.54 | 72% |
| Returns for 3 years | N/A | 9.16 | - |
| Returns for 5 years | N/A | 25.73 | - |
| Returns for 10 years | 180.15 | 32.45 | 555% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement