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FIVCX vs JVMSX
FIVCX vs JVMSX Comparison
Open Charts FIVCX vs JVMSX
Macquarie Opportunity C
Price$33.97
Change+$1.05 (+3.19%)
VolumeN/A
Net Assets506.38M
JHancock Disciplined Value Mid Cap R2
Price$27.37
Change+$0.87 (+3.28%)
VolumeN/A
Net Assets20.89B
FIVCX vs JVMSX Comparison Chart
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FIVCX vs. JVMSX commentary
May 13, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. FIVCX (506M). JVMSX pays higher dividends than FIVCX: JVMSX (0.46) 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: 47.00 vs. FIVCX (17.00). JVMSX has a lower initial minimum investment than FIVCX: JVMSX (0) vs FIVCX (1000). FIVCX (-7.94) and JVMSX (-8.12) have marching annual gain over last year.
| FIVCX | JVMSX | FIVCX / JVMSX | |
| Total Expense Ratio | 1.86 | 1.25 | 149% |
| Annual Report Gross Expense Ratio | 1.94 | 1.26 | 154% |
| Fund Existence | 2 years | 13 years | - |
| Gain YTD | -3.771 | -1.156 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 20.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -7.94 | -8.12 | 98% |
| Returns for 3 years | N/A | 4.82 | - |
| Returns for 5 years | N/A | 65.35 | - |
| Returns for 10 years | 150.34 | 28.24 | 532% |
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