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FIVCX vs JVMTX
FIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTX
Macquarie Opportunity C
Price$33.84
Change-$0.43 (-1.25%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FIVCX vs JVMTX Comparison Chart
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FIVCX vs. JVMTX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FIVCX (514M). JVMTX pays higher dividends than FIVCX: JVMTX (0.67) 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 (17.00). 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 : -2.84 vs. JVMTX (-3.01).
| 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 | -1.082 | 2.453 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | -2.84 | -3.01 | 95% |
| Returns for 3 years | N/A | 16.50 | - |
| Returns for 5 years | N/A | 51.48 | - |
| Returns for 10 years | 157.93 | 35.66 | 443% |
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