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FIVCX vs JVMTX
FIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTX
Macquarie Opportunity C
Price$33.97
Change+$1.05 (+3.19%)
VolumeN/A
Net Assets506.38M
JHancock Disciplined Value Mid Cap R4
Price$27.51
Change+$0.88 (+3.30%)
VolumeN/A
Net Assets20.89B
FIVCX vs JVMTX Comparison Chart
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FIVCX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. FIVCX (506M). JVMTX pays higher dividends than FIVCX: JVMTX (0.71) 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). JVMTX (-7.86) and FIVCX (-7.94) have marching annual gain over last year.
| 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 | -3.771 | -1.041 | 362% |
| 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 | 0.71 | - |
| Returns for 1 year | -7.94 | -7.86 | 101% |
| Returns for 3 years | N/A | 5.46 | - |
| Returns for 5 years | N/A | 66.83 | - |
| Returns for 10 years | 150.34 | 30.41 | 494% |
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