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FIVCX vs JVMTX
FIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTX
Macquarie Opportunity C
Price$30.78
Change+$0.22 (+0.72%)
VolumeN/A
Net Assets477.11M
JHancock Disciplined Value Mid Cap R4
Price$24.85
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.62B
FIVCX vs JVMTX Comparison Chart
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FIVCX vs. JVMTX commentary
Apr 19, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.6B vs. FIVCX (477M). JVMTX pays higher dividends than FIVCX: JVMTX (0.69) vs FIVCX (0.00). FIVCX was incepted earlier than JVMTX: FIVCX (2 years) vs JVMTX (12 years). FIVCX (1.94) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. FIVCX (11.00). JVMTX has a lower initial minimum investment than FIVCX: JVMTX (0) vs FIVCX (1000). FIVCX annual gain was more profitable for investors over the last year : -9.60 vs. JVMTX (-10.35).
| FIVCX | JVMTX | FIVCX / JVMTX | |
| Total Expense Ratio | 1.86 | 1.00 | 186% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 2 years | 12 years | - |
| Gain YTD | -10.026 | -7.655 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 19.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | -9.60 | -10.35 | 93% |
| Returns for 3 years | N/A | -7.17 | - |
| Returns for 5 years | N/A | 49.25 | - |
| Returns for 10 years | 130.91 | 23.15 | 565% |
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