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FIVCX vs JVMCX
FIVCX vs JVMCX Comparison
Open Charts FIVCX vs JVMCX
Macquarie Opportunity C
Price$36.67
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets521.35M
JHancock Disciplined Value Mid Cap C
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets24.2B
FIVCX vs JVMCX Comparison Chart in %
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FIVCX vs. JVMCX commentary
Sep 27, 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: 24.2B vs. FIVCX (521M). 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. JVMCX annual gain was more profitable for investors over the last year : -1.82 vs. FIVCX (-2.35).
| 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 | 7.892 | 10.711 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 24.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.35 | -1.82 | 129% |
| Returns for 3 years | N/A | 30.42 | - |
| Returns for 5 years | N/A | 54.43 | - |
| Returns for 10 years | 179.83 | 51.02 | 352% |
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