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FIVUX vs JVMAX
FIVUX vs JVMAX Comparison
Open Charts FIVUX vs JVMAX
Macquarie Opportunity Instl
Price$33.16
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets512.05M
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
FIVUX vs JVMAX Comparison Chart
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FIVUX vs. JVMAX commentary
Apr 03, 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: 21.1B vs. FIVUX (512M). FIVUX pays higher dividends than JVMAX: FIVUX (1.12) vs JVMAX (0.61). 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 (11.00). 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 : -8.12 vs. JVMAX (-9.43). FIVUX return over 5 years is better than : 88.96 vs. JVMAX (84.10).
| 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 | -4.411 | -1.298 | 340% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 21.1B | 2% |
| Annual Yield % from dividends | 1.12 | 0.61 | 182% |
| Returns for 1 year | -8.12 | -9.43 | 86% |
| Returns for 3 years | -8.10 | -3.39 | 239% |
| Returns for 5 years | 88.96 | 84.10 | 106% |
| Returns for 10 years | -18.29 | 28.12 | -65% |
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