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FIVCX vs JVMIX
FIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIX
Macquarie Opportunity C
Price$37.02
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets509.37M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
FIVCX vs JVMIX Comparison Chart in %
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FIVCX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FIVCX (509M). JVMIX pays higher dividends than FIVCX: JVMIX (0.75) vs FIVCX (0.00). FIVCX was incepted earlier than JVMIX: FIVCX (3 years) vs JVMIX (28 years). FIVCX (1.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). FIVCX has a lower initial minimum investment than JVMIX: FIVCX (1000) vs JVMIX (250000). FIVCX annual gain was more profitable for investors over the last year : -6.14 vs. JVMIX (-7.00).
| FIVCX | JVMIX | FIVCX / JVMIX | |
| Total Expense Ratio | 1.86 | 0.85 | 219% |
| Annual Report Gross Expense Ratio | 1.94 | 0.86 | 226% |
| Fund Existence | 3 years | 28 years | - |
| Gain YTD | 8.097 | 7.607 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 509M | 23.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -6.14 | -7.00 | 88% |
| Returns for 3 years | N/A | 12.51 | - |
| Returns for 5 years | N/A | 31.58 | - |
| Returns for 10 years | 180.15 | 44.83 | 402% |
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