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FIVCX vs JVMCX
FIVCX vs JVMCX Comparison
Open Charts FIVCX vs JVMCX
Macquarie Opportunity C
Price$35.96
Change-$0.19 (-0.53%)
VolumeN/A
Net Assets519.7M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
FIVCX vs JVMCX Comparison Chart in %
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FIVCX vs. JVMCX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. FIVCX (520M). FIVCX (0.00) and JVMCX (0.00) have matching dividends . FIVCX was incepted earlier than JVMCX: FIVCX (2 years) vs JVMCX (14 years). FIVCX (1.94) and JVMCX (1.88) 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 : -0.87 vs. FIVCX (-1.51).
| FIVCX | JVMCX | FIVCX / JVMCX | |
| Total Expense Ratio | 1.86 | 1.87 | 99% |
| Annual Report Gross Expense Ratio | 1.94 | 1.88 | 103% |
| Fund Existence | 2 years | 14 years | - |
| Gain YTD | 5.115 | 8.340 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 23.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.51 | -0.87 | 174% |
| Returns for 3 years | N/A | 8.57 | - |
| Returns for 5 years | N/A | 43.38 | - |
| Returns for 10 years | 172.63 | 32.89 | 525% |
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