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FIVUX vs JVMAX
FIVUX vs JVMAX Comparison
Open Charts FIVUX vs JVMAX
Macquarie Opportunity Instl
Price$32.09
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets492.23M
JHancock Disciplined Value Mid Cap A
Price$24.36
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets20.25B
FIVUX vs JVMAX Comparison Chart
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FIVUX vs. JVMAX commentary
May 02, 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 FIVUX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.2B vs. FIVUX (492M). FIVUX pays higher dividends than JVMAX: FIVUX (1.13) vs JVMAX (0.63). FIVUX was incepted earlier than JVMAX: FIVUX (12 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FIVUX (0.94). JVMAX is a more actively managed with annual turnover of: 47.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMAX: FIVUX (0) vs JVMAX (1000). FIVUX annual gain was more profitable for investors over the last year : -6.43 vs. JVMAX (-8.25). FIVUX return over 5 years is better than : 57.28 vs. JVMAX (52.34).
| FIVUX | JVMAX | FIVUX / JVMAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.94 | 1.13 | 83% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -6.252 | -4.288 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 20.2B | 2% |
| Annual Yield % from dividends | 1.13 | 0.63 | 180% |
| Returns for 1 year | -6.43 | -8.25 | 78% |
| Returns for 3 years | -4.45 | -1.05 | 425% |
| Returns for 5 years | 57.28 | 52.34 | 109% |
| Returns for 10 years | -19.87 | 23.38 | -85% |
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