FIVCX
Price
$35.70
Change
+$0.23 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIVCX vs JVMSX

Header iconFIVCX vs JVMSX Comparison
Open Charts FIVCX vs JVMSXBanner chart's image
Macquarie Opportunity C
Price$35.70
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIVCX vs JVMSX Comparison Chart in %
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FIVCX vs. JVMSX commentary
Jul 06, 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 Buy and JVMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FIVCX (530M). JVMSX pays higher dividends than FIVCX: JVMSX (0.42) vs FIVCX (0.00). FIVCX was incepted earlier than JVMSX: FIVCX (2 years) vs JVMSX (13 years). FIVCX (1.94) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). JVMSX has a lower initial minimum investment than FIVCX: JVMSX (0) vs FIVCX (1000). FIVCX annual gain was more profitable for investors over the last year : 3.51 vs. JVMSX (3.00).
FIVCXJVMSXFIVCX / JVMSX
Total Expense Ratio1.861.25149%
Annual Report Gross Expense Ratio1.941.26154%
Fund Existence2 years13 years-
Gain YTD4.3558.20653%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets530M22.6B2%
Annual Yield % from dividends0.000.42-
Returns for 1 year3.513.00117%
Returns for 3 yearsN/A22.77-
Returns for 5 yearsN/A60.52-
Returns for 10 years172.1044.56386%
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