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FIVCX vs JVMIX
FIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIX
Macquarie Opportunity C
Price$35.96
Change-$0.19 (-0.53%)
VolumeN/A
Net Assets519.7M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FIVCX vs JVMIX Comparison Chart in %
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FIVCX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FIVCX (520M). JVMIX pays higher dividends than FIVCX: JVMIX (0.76) vs FIVCX (0.00). FIVCX was incepted earlier than JVMIX: FIVCX (2 years) vs JVMIX (28 years). FIVCX (1.94) is less costly to investors than JVMIX (0.88). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. FIVCX (-1.51).
| FIVCX | JVMIX | FIVCX / JVMIX | |
| Total Expense Ratio | 1.86 | 0.87 | 214% |
| Annual Report Gross Expense Ratio | 1.94 | 0.88 | 220% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 5.115 | 8.980 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 23.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -1.51 | 0.76 | -199% |
| Returns for 3 years | N/A | 11.90 | - |
| Returns for 5 years | N/A | 50.10 | - |
| Returns for 10 years | 172.63 | 45.29 | 381% |
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